The salesperson field is used to assign 1 specific person in your company to the client/lead. Salespersons are optional - you don't have to assign them, and you can also assign specific salespersons to estimates (since a lead might have maintenance and install quotes assigned to different salespersons).
Your salesperson list will show the different people in your LMN account that have access to Estimating.
Assigning a salesperson to a single lead/client
- Click the CRM | Clients + Leads menu
- Open the lead/client screen for the lead/client you wish to assign
- In the Tracking + Assignment section, click the Assigned To drop-down
- Choose the salesperson you wish to assign
- Save your client/lead
Assigning a salesperson to a list of leads/clients
- Click the CRM | Clients + Leads menu
- When you're looking at your list of clients/leads, use the checkbox on the left side to select all the clients/leads you want to assign to one specific salesperson
- Click the Update Leads button
- Choose the option to Assign Salesperson
- Choose the Salesperson you wish to assign to all selected clients/leads
- Click OK to assign all selected client/leads to the selected salesperson
Comments
0 comments
Please sign in to leave a comment.