David Levinson Blue Ribbon

Hi Michelle, Seems like I just found the issue... I think it is a small bug for your consideration. I have 3 roles linked to the "AL: Ventas Center". The 3 roles have permission of Create i…

Hi Michelle, In general, my understanding for quotas is that they offer a way to compare sales rep's quotas vs. Actual Results. So, if I have a Saved Search selected, I am assigning a quota base…

Thanks Michelle! I already did.

Thanks for the quick reply! This has been very useful.

Thanks Michelle! I did some tests... I did not have access to Reports - Saved Reports because I customized the Reports Tab from zero for this specific Custom Center. I manually added all its categori…