User Manual
Create a more personal shopping experience by linking your Sales People to specific customer accounts orders, and even quotations. Limit the quotation view to assigned SalesRepresentative and streamline your sales. This module aims to improve the user experience of both admin and customer, putting the cherry on top.
Automatically assign new quotations, orders, or customer accounts to your selected SalesRepresentative(s). This will shuffle through all selected users fairly before assigning the correct SalesRep to the next task.
Integrates seamlessly into your quotation and order grid columns.
Assign specific SalesRepresentative directly from your quotation view:
Assign specific SalesRepresentative directly from your order view:
