Introduce a 'Sales Representative' field, in Quotes (CRM/Sales)

Summary

• Implement a feature to track and report on sales representatives linked with quotes generated in the CRM.

Intended Outcome

• Enhanced KPI reporting capabilities for clients.

How Will It Work?

• Introduce a 'Sales Representative' field, similar to the one available for Jobs, allowing users to select a salesperson when creating a quote or invoice.

• This data can then be utilized in the quote reporting function, similar to how it's done with invoices.