Primary Salesperson

If you are using job categories and have employees who work regularly with the same customers, you can assign them to customer records to speed up invoicing and improve reporting information.

When you assign a primary salesperson to a customer record, the employee's name automatically appears in the Sold By box of any transactions involving that customer.

The Salesperson box is located on the Address tab of your customer records.

Reports

You can:

• Group customers by salesperson in the Grouped Customer List report (Premium)
• Include salesperson information in the Customer List report
• Sort and filter both reports by salesperson

What do you want to do?

Assign a salesperson to a customer record

Assign an employee to a job category

Print the salesperson's name on invoices, orders, and quotes