Select the role from which the auto-assign function should pick sales representatives for new quotes. Please note: - only active users can be selected - assigning salesreps happens in this order: Logged in -> Sticky salesrep -> Auto-assign by rotating.
From the Business Edition you can link specific salesreps to customers and quotes. Make it easier for your customers to get in touch with their assigned salesrep. Show the salesrep's details in the emails and add this to your template:
Name: {{var.quote.getSalesRepresentative().getName()}}
Email: {{var.quote.getSalesRepresentative().getEmail()}}
Phone: {{var.quote.getSalesRepresentative().getTelephone()}}