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Re: REX 3.2 new customer

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Hello Swarna,

 

Thank you for yr reply.

In IOS version the prospect is created and as long as synchronization the prospect disappears till a relationship "Has the employee responsible" has been added in this prospect from the backend personnel.

My question is: How should the "Search accounts" search criteria be filled by the backend personnel,  in order to find ONLY the prospect customers without relationship (still unassigned)?

 

BR,

Elly


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