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Re: Sales History in Account Overview

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I upload the historical sales data (transactions, revenues, products, etc...) on a monthly basis (we're fairly new with C4C, so we're not fully integrated).

 

And while the data shows up in the Reports view in the Analysis work center, it doesn't populate under the Accounts in the Customers work center.

 

It's like it doesn't recognize that it is tied to that account.


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