Ideas for Acumatica

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Add SalesPerson selector to Opportunity screen

Since CRM is a sales tool, there should be a SalesPerson selector available on Opportunities screen and/or Project Quote screen.  In some cases, the OwnerID is not necessarily the same as the SalesPersonCD.  The functionality should follow through the entire CRM --> Project Quote -->Project process.  You would Select Salesperson at Opportunity screen...which auto-populates each related quote with the same selection and remains all the way to the creation of the Project.   Like Distribution module carries those key fields between QT, SO, and AR documents.  

  • Kelly Burns
  • Jan 7 2020
  • Attach files
  • Andy Smith commented
    31 Jan 20:09

    This is a good point.   We often have situations where the owner is an inside person entering and/or following up on the quote, but the outside salesperson needs to be attached for visibility and as it moves forward in the process.