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The Single- or Multiple salesreps per customer Mode is a basic portatour® setting which has been set up by the administrator of your Salesforce organization. In this section you will see, which has been activated.
In the Single salesrep per customer Mode, Salesforce users can only call customers they own. These customers are activated for portatour® and are therefore included in the schedule (see section Customer activation). This is the standard case.
In the Multiple salesreps per customer Mode, several users can activate customers for portatour® at the same time and include them in their schedule.
If not specified otherwise, the Single salesrep per customer Mode is assumed in this manual.