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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

All reps need to see all customers

edited Nov 22, 2019 10:24AM in CRM 2 comments

I set up a Sales Rep and assigned her to several customers for the first time, and now another employee with the same role cannot see the customers that this rep was assigned to.  How do I fix this?

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