Customer Development Team Records

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Added with the Odwalla Plugin, Customer Development Team records are part of the sales hierarchy for customers.

How to Create a New Customer Development Team

Customer Development Team Record
  1. Go to Records > Customers > Sales Hierarchy > Customer Development Teams.
  2. Click New.
  3. Specify a number by either selecting a provided number or entering a new one.
  4. Enter the Name.
  5. Click Save.


Customers Panel

This panel lists the customers this customer development team is assigned to.

  • Show erased customers - Click this link include erased customers in the grid.
  • Map - Check this box to display the assigned customers' locations in Google maps.

Reports Panel

This panel shows any reports related to Customer Development Team records. For more information, see Reports Panel.