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Hi JamesM ~

 

That's great information, but is there a way to automatically assign a sales rep to any client, or does each separate transaction have to individually be attributed to a sales rep or an employee? I am running into trouble because transactions do not always come in through the rep, so we have to manually check each time whether a client belongs to a particular sales rep. This means that due to human error sales are sometimes not attributed properly, and sales reps lose commissions. Looking to eliminate this. Any suggestions?