Sales order shows a different salesperson than the account manager : Prima Edge Inc

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Sales order shows a different salesperson than the account manager Print

Modified on: Thu, Mar 17, 2022 at 10:40 AM

Within a sales order the salesperson field will default to the account manager name from the company record. If there is no account manager set against the company record the salesperson in the sales order will be the person creating it. The Area Manager will override all of the above.

If an Area Manager is set against a location, then this will show in the sales order as the salesperson.

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Sales order shows a different salesperson than the account manager Print

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