Sales representatives: Assign sales representatives
Sales reps or Magento admins can be assigned to customers, to individual quote requests, or to both. The assignment can either be done manually or by rotation, automatically.
The Cart2Quote quotation grid view allows for quotation filtration and sorting based on the assigned sales representatives.
Available in Cart2Quote:
Lite | |
Starter | |
Business | ![]() |
Enterprise | ![]() |
Corporate | ![]() |
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