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Remove a rep with opportunity

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  • The rep in the designated position will watch the rep in the top position and as soon the rep has an opportunity, remove them with a walk-in.
  • Swipe left to right on the reps name, then select opportunity type (Walk-in) then OKAY
Tags:Mobile
Rep
  • Remove a rep with opportunity
  • Complete an opportunity
  • Adding a rep to the list
  • Mobile Token Issue
KB Categories
  • Admin
  • CRM
  • General
  • Mobile
  • Rep
  • Reports

Mobile Token Issue  

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