Sales Reps ( a type of staff) can be assigned to a specific quote.
Video
Instructions
First add Sales Reps to the team portal:
- From the main menu navigate to Settings > Account Setup > Team.
- From here click on Add Team Members.
- Input their contact details and select Sales Rep (or the name you labeled the Sales Rep role) from the Role dropdown menu. If you have not yet set up a Sales Rep role in the system you will need to create that as well.
Next, assign the Sales Rep to a company:
- From the main menu navigate to Companies > Companies.
- Select the company and navigate to the Sales Reps tab.
- In the Select Sales Rep dropdown find the name of the staff member who you want to assign.
- Then click the Add Sales Rep button to save.
NOTE
- The staff member will now be available to add as a sales rep to quotes and contracts associated with the company they are assigned to.
- Sales reps can be assigned to multiple companies.
- The Sales Rep Role must be created before assigning your team as sales reps.