Assigning Salespeople to Transactions
IMPORTANT: Only users to whom you have granted the 'Manage Salesperson Assignments' activity are allowed to add and change the Salesperson on Jobs and Quotes. By default, only account administrators have this activity.
Salesperson Tracking on Jobs
To assign a Salesperson to a Job, click the Manage Job link on the Job page and select your desired Salesperson from the Job Salesperson dropdown list:
Salesperson Tracking on Quotes
To assign a Salesperson to a Quote, click the Manage Quote link on the Quote page and select your desired Salesperson from the Quote Salesperson dropdown list:
Salesperson Tracking on Deficiencies
To assign a Salesperson to a Deficiency, select the Deficiency you would like to edit, or create a new Deficiency, and select the desired Salesperson from the Salesperson dropdown list:
Salesperson Tracking on Contracts
To assign a Salesperson to a Contract, select the Contract you would like to edit or create a new contract, and select the desired Salesperson from the Salesperson dropdown list:
Note: Salesperson assignment options will appear only if you have at least one active Salesperson in your ServiceTrade account.
Searching and Filtering by Salesperson
The Job, Quote, and Contract lists are searchable by Salesperson. The dashboard can be filtered to show only Jobs assigned to a selected Salesperson or list of salespeople.
- Click the Dashboard Filter icon to bring up the Dashboard Filter menu.
- Scroll to the very bottom and update the Salesperson filter.
