Sales Person add to Client Profile

Hi there,

We've added a separate Sales Person field on client profiles, distinct from "Managed By"!

What's New:

• Dedicated Sales Person Field: Track the sales person responsible for a client separately from the account manager
• Auto-Task Integration: Auto-tasks can now be assigned to the Sales Person on an order
• Better Sales Tracking: Improved visibility into sales team performance and client relationships

How to Use:

1. When creating or editing a client, you'll see a "Sales Person" field
2. Select the user who is the sales person for that client
3. This field is separate from "Managed By" and can be different users
4. In Auto-Tasks, you can choose to assign tasks to "Sales Person" when creating automated task rules

Benefits:

• Better separation between account management and sales responsibilities
• Improved sales team tracking and reporting
• More flexible task assignment options

If you have any questions about the Sales Person field, please reach out to our team either through the chat or by emailing [email protected].