Create account
Create salesperson account to handle your quote
Create salesperson account to handle your quote
This feature allows you to create multiple salesperson accounts to handle your quote request.
With each salesperson, you can set up their basic information (name & email are required) & their permissions to a quote request (at least one permission).
You can give your salesperson permissions so they can handle your requests well.
You can give them all permissions or select specific ones.
All permissions
View quote list
Create quote manually
Update quote
Connect email account
Send auto/quote email
Export quote PDF
Create draft order
Cancel Quote
Delete Quote
After setting up your salesperson information & permission, click Save. An email will be sent to your salesperson email.
Here are the list of permissions & explanation on :
After creating a salesperson, the default status will be Inactive.
Your salesperson needs to then they'll be activated & have access to the app with all the permissions they have.
Then they'll sent to in app where they can handle their requests that they're They will handle quote request with the our Quote list interface (all the permissions they don't have access to will be disabled).
You can send your salesperson so they can handle your quote request efficiently.