Is there anyway to tell Vantage to change the salesperson on a quote
to match who enters it?
Right now it picks the salesperson for a territory, which in all cases
is "House Account".
The salesperson always has to update the quote under the persons tab
to change it to themself.
Anyway to automate this?
TIA,
Ben
to match who enters it?
Right now it picks the salesperson for a territory, which in all cases
is "House Account".
The salesperson always has to update the quote under the persons tab
to change it to themself.
Anyway to automate this?
TIA,
Ben