Comments 9Cody started the conversation3 weeks ago on April 29, 2024 at 6:09amHi, We need a way to set a default Sales Agent (Sales Manager) for new customers when they sign up and then let the Sales Manager decide who the Sales Agent will be when necessary. Sign in to reply ...
Hi,
We need a way to set a default Sales Agent (Sales Manager) for new customers when they sign up and then let the Sales Manager decide who the Sales Agent will be when necessary.