Why does the Sales Rep Change so frequently on an order?

Heather Brightwell shared this question 11 months ago
Answered

I have a commission based job and my boss uses the sales by Rep report, the report is never accurate due to a lead assigning itself to another Rep once someone else has accessed/changed the order.

Is there anyway to prevent/change this?

Comments (4)

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Heather, I'm going to add this issue to our product development system as a bug and we'll begin to look into what's causing this. The sales rep should not change on a lead unless someone changes it. If you could send me some examples of leads where this happened it would be helpful. I'm very sorry for the inconvenience.

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I have had this issue to

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It looks like the core issue here is that the leads were not getting assigned to the original rep like they should have because the rep originally editing the lead did not have the correct permission for "Lead Sales Rep Assign"

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Thanks for clearing that up!

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