If it is desirable to have a different Sales Rep assignment on the Company than on the Customer entry -- for example, in the cases where an Agency shares all the Companies, but not all the Customers with their Users -- then change the Sales Rep assignment in the Company, and the existing assignment will NOT be changed in the Customer.
Update Sales Rep Assignments
Being Successful with Assignments
- In Sales Reps, create a new "Agency" Type entry, call it something like "Everyone".
- Assign all the Users in the system to this new entry.
- Go to the Company list and assign the "Everyone" entry to all Companies.
Unassigned: only the Owners group can see these
Assigned: all Users who are assigned to the corresponding Sales Rep Management entry