Link a Salesperson to an estimate or invoice

GCSB2020 — Mon, 27 Sep 2021 22:40:53 GMT

Hello,

If our salesperson creates an invoice or estimate on their log in, I am unable to see how to track which salesperson created the invoice or estimate on my side. Does anyone know how to do this?

Also, if I create all invoices is there a way to link the particular invoice to the salesperson who sold it?

Thank you

Re: Link a Salesperson to an estimate or invoice

Frida — Wed, 29 Sep 2021 19:42:52 GMT

Hello @GCSB2020,

Welcome to the Seller Community! Great to see you posting for the first time. 😊

When navigating to the reports section of your Dashboard, are you able to see any data when clicking "Team Sales"?

If not, it prompts you to sign up for a subscription. Once you do, you will be able to see team sales associated by individual employees.

Let me know if you are able to see this and I'd be happy to dig in further with you.

Also, with regards to link invoices to a particular sales person, there is no current ability to link what has already occurred unfortunetly.

Look forward to hearing back from you!

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Link a Salesperson to an estimate or invoice

Re: Link a Salesperson to an estimate or invoice