If you have a comment on this topic, contact Aptify Documentation. If you want to return to the Aptify Community Site, please click here.

Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

Version 1 Next »

After an account executive has submitted a status report, the sales manager can review it. Once reviewed, the sales manager can complete the following fields and then save and close the record:

  • Reviewed By: The sales manager enters his or her name in this field to indicate that the report has been reviewed.This field links to the Employees service.
  • Reviewed On: The sales manager enters the current date in this field to track when the report was reviewed.

Reviewed -Status Report

  • No labels