Matrix Support

Legacy - Why is My New Salesperson Not Showing in My Budget Template?

If the salesperson was added to Matrix after the Budget template had been created, they will not show in the template. 

To have them show in the template, they will have to be manually added.

Based on how your Budget template’s hierarchy is set up, you will have to add in all levels for the new salesperson.

For more information on adding Budget item lines to a Budget template, please see Adding Lines to Budgets

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