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.
To assign a salesperson to a job, click the 'Manage Job' link and select your desired salesperson from the Job Salesperson list:
To assign a salesperson to a quote, click the 'Manage Quote' link and select your desired salesperson from the Quote Salesperson list:
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 list:
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 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, then update the salesperson filter:
