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Best Practice - Providing Access to Sales User

edited Jun 14, 2020 6:35AM in Reporting & Analytics for Sales 6 comments

Content

Hi,

What are the best practices we need to follow to provide access to Sales Users (Sales Rep & Sales Manager - Role) to create or update reports?

Currently Sales Admin creating the reports (https://pod.com/analytics) which is requested by Sales Rep & Manager. 

Thanks,

Mohan

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