In our previous Tip #1606 we discussed how to automatically give a sales rep that is not currently assigned to a particular customer, credit for sales based upon the manufacturer. This tip is a follow up which discusses how to transfer the sales and commission history for the manufacturer/customer after making that override. From the […]
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“When traveling, I use dynaMACS daily to look up customer sales, territory sales and more. It’s extremely convenient.” Thomas M. Kitchin, President Kitchin & Sons Client Challenge When Kitchin & Sons experienced significant growth due to an acquisition, President Tom Kitchin quickly realized his agency needed better information to manage the growing business, as well […]
dynaMACS makes it easy to automatically assign a sales rep to each entry. By default, this assignment is based on the sales rep associated with the customer. During entry, the operator can override this sales rep, if desired. However, there may be situations where a different sales rep always gets credit for a particular manufacturer. […]