Assign a 'Salesperson' to a proposal
complete
Kirk Chisholm
complete
It's alive! We just pushed an update and released salesperson functionality. You can now change the salesperson in a proposal (at the top) and filter your proposal list page by salesperson.
Kirk Chisholm
in progress
We've started this feature. You'll be able to assign a salesperson from a dropdown menu on the proposal, as well as filter your proposal list page with a new salesperson filter. Estimated release is first week in December.
Kirk Chisholm
Merged in a post:
Inside Sales Proposal - Assign Outside Sales
B
Brad Gellman
Looking for the ability to have an inside sales rep create a proposal with the outside sales rep's name/contact information on it. Basically the inside sales rep can choose the name of the outside sales rep from a company org chart or drop down menu.
Kirk Chisholm
Prelim design
A
Alex Tokar
Merged in a post:
Make Prepared By editable on proposals
Amanda Studdard
Kirk Chisholm
Merged in a post:
Be able to sort by submitted by for proposals
Amanda Studdard
We would like to be able to see who submitted proposals without having to delve into each proposal individually.
Kirk Chisholm
Merged in a post:
Sort proposal list by owner/creator
Amanda Studdard
It would be nice to be able to bring up all proposals created in any status from a single owner/creator (one of my project managers) to evaluate what and how many proposal are on their plates.
Kirk Chisholm
planned