Table of contents
No headers
- Synch OE Usernames: If checked, the rep that appears in the OE daily file will appear as the rep in Agemni. If unchecked, the rep will always appear as the person who imported the file.
- Auto-populate OE Sales Rep ID: This box is checked by default. This populates the sales rep’s ID into the OE qualification tool. This allows you to know who qualified the customer.