What Records Are Included In Comp Lists
In order for a Contact to be included onto a particular Comp List, the sales rep must add them manually from an Opportunity. Since a Contact must be added to an Opportunity before it can be placed onto a Comp list, this means the Comp list is essentially a subset of the Promo List for the Sales Department
The comp list is managed by the Sales Reps, Administrators, and Managers who regularly run through these lists and cleanup any contacts we don't need to be reaching out to.
0 Comments
Add your comment