Sales representatives - Assign quote to logged in Sales representative

Setting this to Yes means: when an admin user is logged in in the backend and creates a quote request via the frontend, this quote is automatically assigned to that admin user.
This option overwrites the auto-assign and sticky salesrep options.

Note: Assigning of the salesrep happens in the following order: Logged in -> Sticky sales rep -> Auto-assign by rotating

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk