How to assign a salesperson to a customer?

How to assign a salesperson to a customer?

Last update: Tuesday, Mar 08, 2022

Quotes and orders raised for a customer can automatically be assigned to a specific Salesperson by setting up a default salesperson for the customer. To set up a default salesperson for a customer, simply open the customer's record and in the Sales and Purchase tab set the Salesperson field.

CRM

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