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“Not Specified“ Sales Rep assigned to quote (Customer does not have sales rep)
Go to Magento Admin panel - Salesforce - Negotiable quotes
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Set Default Owner (for example Data.com Clean)
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Go to Magento Admin panel - Customers - All Customers and create a new customer
Click on the “Account Information“ tab
Leave “Not Specified“ as “Sales Representative“
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Go to Magento Admin panel - Sales - Quotes - Create New Quote
Select previously create customer
leave “Not Specified“ as “Sales Rep“
Click Save & Send button
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“Not Specified“ Sales Rep will stay in “Sales Rep” drop-down list. Also “Not Specified“ Sales Rep will be shown on the Quotes grid
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Click on the “Salesforce Quote id“ link
The quote owner is Data.com Clean
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Click on the “Salesforce Opportunity id“ link
The quote owner is Data.com Clean
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“Not Specified“ Sales Rep assigned to quote (Customer has sales rep)
Go to Magento Admin panel - Customers - All Customers
Edit previously created customer
Click on the “Account Information“ tab
Select “test“ as “Sales Representative“ (for example)
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Go to Magento Admin panel - Sales - Quotes - Create New Quote
Select previously create customer
Pay attention “Sales Rep“ is “test“ - selected from customer
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Select “Not Specified“ as “Sales Rep“
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Click Save & Send button
“Sales Rep“ will automatically change to sales rep which assigned to customer
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Also “test“ Sales Rep will be shown on the Quotes grid
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Click on the “Salesforce Quote id“ link
The quote owner is test
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Click on the “Salesforce Opportunoty id“ link
The quote owner is test
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\uD83D\uDCCB Related articles
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