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The Sales Representative's profile is subscribed to six services in the Sales Force Automation application be default; Opportunities, Sales Target, Persons, Companies, Referrals and Referral Requests. Note that a user can add or remove services as necessary using the Application Services dialog. (See the Applications and Services Applications and Services topic chapter in the Aptify 5.5 User Guide for details.)
The dashboard for the Sales Force Automation application contains the following elements from top to bottom:
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