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  • Go to Magento Admin panel - Sales - Quotes - Create New Quote

  • Select previously create customer

  • leave “Sales Rep“ as “Not Specified

  • Click Save & Send button

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Not Specified“ Sales Rep will stay in “Sales Rep” drop-down list. Also “Not Specified“ Sales Rep will be shown on the Quotes grid

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  • Click on the “Salesforce Quote id“ link

The quote owner is Data.com Clean

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  • Click on the “Salesforce Opportunity id“ link

The quote owner is Data.com Clean

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