Issue Sales Appointment across Parent/Child Accounts
Currently, when a sales manager is attempting to issue sales appointments to the sales rep and one or more reps is close enough to work in more than one division (Parent or child account) the SM currently has to go back and forth between the 2 accounts to issue the leads. It would be beneficial if the sales manager could pull both accounts (MDM) into the filter fields so they can issue the leads in one place.
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