Hi All,
Does anyone know what the ‘Main Representative’ does in the Customer record in Cloud?
I was expecting this to become the default main rep in all leads/business opportunities/sales quotations/customer orders for this specific customer.
Instead, the default is always the person creating it and not the person set as Main Representative in the CRM Info of the customer. I am not sure what this does as it seems to have no impact whatsoever.
Thanks in advance for any help on this.
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