ࡱ > e g d 5@ bjbj22 X X ` " " " 6 8 2 > 6 l ^ ^ ( ' ' ' $ R | " " ' i O O O " O O $ O s | J " : R p " n $ 0 ( M M $ : 6 6 : M " N ' ; O I U ' ' ' 6 6 9 6 6 Rep-Specific Synchronization Logic WinSales Version: 3.x, 4.x Revised: 11/27/00 Question: In a Rep-Specific remote synchronization, how does WinSales decide which sites to send a contact and its activities to? Answer: There are two things WinSales looks at when determining which sites a contact and/or its activities should be sent. First, it looks at all of the contact's activities; specifically at the Sales Rep tied to these activities. Since each rep belongs to one site, it determines which sites the record belongs in this way. Second, if you've customized WinSales so that there is a reference to the Sales Rep table on the Contact window, it looks at the Sales Rep that has been specifically tied to the contact in this way (if any), then determines that rep's site and where that contact belongs.. When a new lead comes in, and you wish to send it to one specific site, simply assign it (on the contact screen, if you have a reference to the sales rep table there; or via an activity such as a scheduled call or letter) to a sales rep at that site. If you wish to send it to multiple sites, create multiple activities for the contact, with each one tied to a sales rep at one of the target sites. FILENAME \p C:\tempTechnotes\sup067.doc Last printed PRINTDATE 1/27/2000 11:28 AM Silent Partner, Ltd 425-831-7915 HYPERLINK "mailto:support@winsales.com" support@silentpartner.com www.silentpartner.com $ % V _ ! $ E F o p ½Ꚉxtm hh hg hh hh 0J CJ OJ QJ ^J aJ #j hh CJ OJ QJ U^J aJ hh CJ OJ QJ ^J aJ hg h mH nH u j hg Uh hg h hg CJ hg CJ hg CJ hg 5>*CJ hg 5CJ hg CJ hg !j hg CJ UhmH nH u # $ % @ R S T U V 3 4 " # $ 8 E gdh $a$gdh $ !#a$ T $ # 0 P / =!"#$% n^u #N_(]PNG IHDR R 7Y gAMA pHYs + IDATxˏeUƿo}N=c[PD ,bƈ)Ab !/ )BHQ&LB@By8qmU]`{vUݿjխ:Z{.JBX%n@Ѹ47+G^;ՎFq,n{dhMdhMdhMdhMdhMdhMdhMdhMdhMdhMdhMdhԻ]#xg9Wq+R9S,Duזve~qaUtZ̿~ǧ6zqw]3gǙx#9u~lnAˑŞΓ#Wk \/.۳d:,mG;8 ggt`&|LTtܝo[ȁ+ǵ_Ҫ=e_[@_nYI$U/_ ,K-ÁwoޓpC,8Isyڛw7>nz$DžNNU-?UO5Xs3GGv j^yq㧭h9g:|ᴏpt7*8BVqnM\c^ q{=@}t|ҸgiA~ާƪdhMq&?OwE hF .df@R#N L. 3@0qu Fr3mY P