Finding Sold Customers
J
Jacob Kaldenberg
Having issues seeing customers I only sold to instead im seeing any customers who have taken delivery in the past who did not buy from me showing because they were switched into my name
Shelby Parker
Thanks for flagging this, Jacob Kaldenberg — sorry for the confusion here; I can see how that would make it really hard to find the right “sold” customers. To make sure we’re looking at the same thing, could you share: where in DriveCentric you’re trying to view your sold customers (specific report/dashboard/list/search) and what you’re using that list for; when you say “customers I only sold to,” do you mean only deals where you’re the selling salesperson, or should it also include deals where you’re attached in another role (BDR/delivery/manager, etc.); and when a customer gets “switched into your name,” what’s the expected behavior—should they drop out of your sold-customer view unless you were the selling salesperson, or are there scenarios where they should still show up?