Having two sales people on one sold estimate

kathryntsakonas
New Contributor

It would be great to still have the sold by as the technician name but another section geared towards inside sales where if the inside sales person assisted with selling the estimate, we can select the inside sales person AND the technician. This would assist with reporting to see how productive the inside sales person is as well has set up a commission structure for this inside sales person. 

0 REPLIES 0