Cannot select new sales representative on existing quote (not all reps shown as options)

Matt Cohen shared this question 5 years ago
Answered

Hello,


This is Matt with Luxe Event Rentals. We are trying to shift the sales representative on an existing quote in our system, #702001. We want to shift it from Samantha Kantor to me, Matt Cohen. The system is not letting any of us do so, and it does not show me as one of the options for sales representative. We do need to shift this one, and many others over, as one of our sales representatives is leaving next week, and we need to get the appropriate email updates. Thanks!

Best Answer
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Your profile does not have the permission to change a sales rep once it is already set. Lea has the ability to edit your profile and change this permission setting. She also has the ability to edit this on the lead.

Comments (4)

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Your profile does not have the permission to change a sales rep once it is already set. Lea has the ability to edit your profile and change this permission setting. She also has the ability to edit this on the lead.

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Do I just add Matt as a sales rep for NY in details in the worker tab?

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He needs to belong to a position that is a Sales Rep and also on the Permissions tab have the permission set as mentioned above.

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i got it. thanks