Sales representatives - Assign quote to previous Sales representative

Set this option to Yes to automatically assign new quotes to the salesrep that handled the previous quote from this customer. When a customer requests a quote for the first time, your chosen assigning method applies.

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

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk