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ksmall24
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As a follow up, two scenarios:

1. If a sales rep is assigned to a "class" and needs to sell in the territory of another sales rep, can they access the class for that sales rep? Similar to what they do currently when issuing invoices in another region other than theirs.

2. Can the sales rep be set up to default to an assigned class?

 

Trying to work around the warehouse inventory issues.

 

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