About Sales Rep

Overview

Sales Rep allows you to tag Quotes and Orders with different Staff Accounts that are designated as "Sales Reps". Customer Groups and individual Customers may have Default Sales Reps that get tagged whenever an Order or Quote is created. Emails for Quotes and Orders (as well as any reply from a customer is also copied (CCed) to the Sales Rep so they can stay in the loop on all communications. Sales Rep information is included in the full order export for reporting purposes.