Sales Rep Reporting Visibility

Question: What is the expected visibility for reps within Reporting? Should they only be able to pull reports for their assigned accounts or do they have more visibility?
 
Answer: It depends on the "View all companies" and "view connected orders" permissions in management. If view all companies is off for reps, they will only see their assigned companies in reporting
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request