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Sales, Marketing, and Territories Apps - EBS (MOSC)

Searching customer by Sales Rep or Sales manager

Nov 25, 2013 1:49PM edited Nov 27, 2013 12:16PM in Sales, Marketing, and Territories Apps - EBS (MOSC) 2 commentsAnswered

Hi,

1) May I please ask in R12, how we can search customers by sales rep or Sales Manager?

Requirement is the ability for a sales rep to see all customers assigned to him. Is there any report or does territories or Sales support this?

In our instance, customer don't want to use 'Customer access privilege to Sales Team'. It is set to FULL.

2) How to enable

My People (Sales Team)
My Organizations (Sales Team) regions from Sales dash board region?

Any help is greatly appreciated.

Thanks,
Varada

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