Is there a way to assign one sales rep to a particular line item for a transaction and then another sales rep for a different line item on the same transaction? Right now, it seems the sales rep feature changes all line items. Thanks, Dallas.
sales rep per line item
Nov 03, 2006
2 Replies
Dallas,
Click on the line you wish to change in the Rep column and press F2 and select the rep for that line.
Or just type in the sales rep id next to the line item that they should have credit for. This will allow for two associates to work with one customer and still 'split' the sale.
Join the Discussion
Have something to add? Share your thoughts — no account required.
Didn't find your answer?
Ask the community — no account required