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“Not Specified“ Sales Rep assigned to quote

  • Go to Magento Admin panel - Salesforce - Negotiable quotes

  • Set Default Owner (for example Data.com Clean)

  • Go to Magento Admin panel - Customers - All Customers and create a new customer

  • Click on the “Account Information“ tab

  • Leave “Sales Representative“ as “Not Specified

  • Go to Magento Admin panel - Sales - Quotes - Create New Quote

  • Select previously create customer

  • leave “Sales Rep“ as “Not Specified

  • Click Save & Send button

Not Specified“ Sales Rep will stay in “Sales Rep” drop-down list. Also “Not Specified“ Sales Rep will be shown on the Quotes grid

  • Click on the “Salesforce Quote id“ link

The quote owner is Data.com Clean

  • Click on the “Salesforce Opportunity id“ link

The quote owner is Data.com Clean

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