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ReyRey CRM bitch#649I am building sales rep performance reports for management. Basic stuff, # of leads, # of sales, etc... Numbers look wrong. I find that on orphan transfers from a departed rep to another are at fault. All sales and lead data gets transferred to the new rep and it's BURIED... I can't separate them.SUMMARY:A reyrey CRM sales performance report only works on reps that have not had clients re-assigned to them.hahaha... someone shoot me.
ReyRey CRM bitch#649
I am building sales rep performance reports for management. Basic stuff, # of leads, # of sales, etc... Numbers look wrong. I find that on orphan transfers from a departed rep to another are at fault. All sales and lead data gets transferred to the new rep and it's BURIED... I can't separate them.
SUMMARY:
A reyrey CRM sales performance report only works on reps that have not had clients re-assigned to them.
hahaha... someone shoot me.
