"Lock" customer-initiated quotes/orders from being changed to a sales-rep's deal

jason hoffman shared this question 4 years ago
Answered

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.

Best Answer
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Some of our customers want it to work this way, so we can't just change it. Here is the steps needed to make it work as you would like:


1. Create a new worker called 'Customer' with a Sales Rep position

2. Edit your Quote Page (under Settings->Customer Interface)

3. Go into HTML mode and add the following:

  1. <input type="hidden" name="salesrep" value="Customer" />


Now any future quotes will come in as Customer as the sales rep. One potential issues is that if a Sales Rep is assigned to a quote and the quote is emailed to the customer who then edits it and re-submits it as a new quote, the new quote will be assigned to Sales Rep Customer.

Comments (2)

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1

Some of our customers want it to work this way, so we can't just change it. Here is the steps needed to make it work as you would like:


1. Create a new worker called 'Customer' with a Sales Rep position

2. Edit your Quote Page (under Settings->Customer Interface)

3. Go into HTML mode and add the following:

  1. <input type="hidden" name="salesrep" value="Customer" />


Now any future quotes will come in as Customer as the sales rep. One potential issues is that if a Sales Rep is assigned to a quote and the quote is emailed to the customer who then edits it and re-submits it as a new quote, the new quote will be assigned to Sales Rep Customer.

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1

Awesome. Thank you! We will work through it.