“Not Specified“ Sales Rep

Owned by Yurii Perevuznyk (Deactivated), created
Last updated: May 10, 2022
3 min read

“Not Specified“ Sales Rep assigned to quote (Customer does not have sales rep)

  • 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 “Not Specified“ as “Sales Representative“

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

  • Select previously create customer

  • leave “Not Specified“ as “Sales Rep“

  • 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

“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)

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

  • Select previously create customer

  • Pay attention “Sales Rep“ is “test“ - selected from customer

  • Select “Not Specified“ as “Sales Rep“

  • Click Save & Send button

“Sales Rep“ will automatically change to sales rep which assigned to customer

Also “test“ Sales Rep will be shown on the Quotes grid

  • Click on the “Salesforce Quote id“ link

The quote owner is test

  • Click on the “Salesforce Opportunoty id“ link

The quote owner is test