Account Administrator - How to assign customers and work with quotes, sales, and orders for sales reps attached to multiple accounts
Summary
Solatech Focus gives users with a company Focus
site the ability to assign outside sales reps to multiple accounts. As
an account administrator, you can create customers for your outside
sales reps and view any quotes, sales and orders that those sales reps
have created for your account. This knowledge base article describes
that process.
Creating a customer
- From the customer details window, use the drop down menu to the right of Sales Rep to select the appropriate outside sales rep
- Continue with the remainder of the customer creation as normal
Views Quotes, Sales and Orders created by an outside rep for your account
Method 1
- Click on Quotes,Sales or Orders from the upper navigational bar
- From the list which appears, click on the header Sales Rep to sort by Rep
Method 2
- Click on Quotes, Sales or Orders link from the upper navigational toolbar
- Click on the triangle to the left of Filter at the top of the page
- Select the outside sales rep whose quotes you wish to view
- Click Apply Filter
Note: As an account administrator, you will not see any quotes, sales, orders or customers which are not assigned to your account.
Applies to:
- Solatech Focus
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