Add sales person field for customer quoting and sales tracking

5 votes

Ability to track quotes and sales by sales person. Default the sales person for a customer with the ability to override at the quote/order level. Also add reporting that groups by sales person.

Done Web Portal Suggested by: Moderator Upvoted: 29 Jan, '20 Comments: 2

Comments: 2

Add a comment

0 / 1,000

* Your name will be publicly visible

* Your email will be visible only to moderators