To pull up Primary and Non-Primary Partners (found on the Customer record > Sales tab > Partners sub tab) on a Saved Customer Search:Under Results tab > add below fields1. Partner and2. Partner Team Member
To pull up Primary and Non-Primary Partners (found on the Customer record > Sales tab > Partners sub tab) on a Saved Customer Search:
Under Results tab > add below fields1. Partner and2. Partner Team Member
No comments:
Post a Comment