"Lock" customer-initiated quotes/orders from being changed to a sales-rep's deal
I'd like the option to lock customer-initiated quotes/orders from being switched automatically to the first salesperson who makes changes and saves the lead.
We do a large volume of orders and pay our sales reps a commission. Because of the current set-up which automatically designates the first person who saves the customer-initiated lead as the salesperson, we are going to pay an additional $3000 in sales commission this year. There is no quick or easy way to prevent this.
My suggestion would be to assign a sales rep called "customer" when the customer intitiates the quote/lead instead of leaving it blank. This would then prevent the next person who makes changes from getting the credit as the sales person.