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All customers with open sale opportunities gets a file of the customer in the account of representative associated to the opportunity. Once the opportunity is finished, regardless of the reason, the customer leaves the representative accounts.
The button Reprocess recreates the file of Sales Representative x Entities. |
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Procedures
To view Sales Representative Accounts in the Invoicing environment, use Update.
- In CRM Sales Scenarios, click Sales Representative Accounts.
- After that, click View.
The system displays the
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screen to view the existing associations.
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