Restricting salespeople to assigned customers only.

This is typically due to user permissions. See this guide for help configuring these.

The Restrict Access by Salesperson permission may be used to restrict the customer list by salesperson for specific Acctivate users. When enabled, this option restricts the customer list to customers matching the sales rep user. Review the User Information section of Configuration Management. Check the Restrict Access by Salesperson permission box to enable the restriction .

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