Sending a Query Definition to another Rep

Learn to make private queries available to other reps.

If you have defined private queries, you can make these queries available to other reps. The query is copied to the rep's configuration in the process.

To make a query available to another rep:

1. Load a query (see Loading Queries) or select a query in the list of queries.
2. Click (Send to Reps).

   A dialog box is displayed.

3. Click on (Select Rep) to select the desired reps or groups in the Recipient(s) field, see Rep Fields.
   Note: If you select a group, the query is sent to all members of the group.
4. The selected query's name is displayed in the Query name field. You can rename the query.
5. Enable Notify Rep(s) to determine that the recipients should receive a message informing that they have received the query.
6. Enable the Overwrite existing query definition option to overwrite any queries with the same name owned by the recipients.
7. Click Send Query.

   A private query is generated for the recipient with the name you specified.