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"Lock" customer-initiated quotes/orders from being changed to a sales-rep's deal
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I'd like the option to lock customer-initiated quotes/orders from being switched automatically to the first salesperson who makes changes and saves the lead.
We do a large volume of orders and pay our sales reps a commission. Because of the current set-up which automatically designates the first person who saves the customer-initiated lead as the salesperson, we are going to pay an additional $3000 in sales commission this year. There is no quick or easy way to prevent this.
My suggestion would be to assign a sales rep called "customer" when the customer intitiates the quote/lead instead of leaving it blank. This would then prevent the next person who makes changes from getting the credit as the sales person.
The same question
Some of our customers want it to work this way, so we can't just change it. Here is the steps needed to make it work as you would like:
1. Create a new worker called 'Customer' with a Sales Rep position
2. Edit your Quote Page (under Settings->Customer Interface)
3. Go into HTML mode and add the following:
Now any future quotes will come in as Customer as the sales rep. One potential issues is that if a Sales Rep is assigned to a quote and the quote is emailed to the customer who then edits it and re-submits it as a new quote, the new quote will be assigned to Sales Rep Customer.
Some of our customers want it to work this way, so we can't just change it. Here is the steps needed to make it work as you would like:
1. Create a new worker called 'Customer' with a Sales Rep position
2. Edit your Quote Page (under Settings->Customer Interface)
3. Go into HTML mode and add the following:
Now any future quotes will come in as Customer as the sales rep. One potential issues is that if a Sales Rep is assigned to a quote and the quote is emailed to the customer who then edits it and re-submits it as a new quote, the new quote will be assigned to Sales Rep Customer.
Some of our customers want it to work this way, so we can't just change it. Here is the steps needed to make it work as you would like:
1. Create a new worker called 'Customer' with a Sales Rep position
2. Edit your Quote Page (under Settings->Customer Interface)
3. Go into HTML mode and add the following:
Now any future quotes will come in as Customer as the sales rep. One potential issues is that if a Sales Rep is assigned to a quote and the quote is emailed to the customer who then edits it and re-submits it as a new quote, the new quote will be assigned to Sales Rep Customer.
Some of our customers want it to work this way, so we can't just change it. Here is the steps needed to make it work as you would like:
1. Create a new worker called 'Customer' with a Sales Rep position
2. Edit your Quote Page (under Settings->Customer Interface)
3. Go into HTML mode and add the following:
Now any future quotes will come in as Customer as the sales rep. One potential issues is that if a Sales Rep is assigned to a quote and the quote is emailed to the customer who then edits it and re-submits it as a new quote, the new quote will be assigned to Sales Rep Customer.
Awesome. Thank you! We will work through it.
Awesome. Thank you! We will work through it.
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