Add manager's name to new proposal
E
Eric Purdum
Can we add the sales manager's name to the new proposal so that the salesman can recall who they worked the deal with? This will also give the customer an additional name to contact.
E
Eric Purdum
It should be printed on the proposal just beneath the sales rep and pulled from whoever desks the deal.
Shelby Parker
Hello Eric Purdum! I have a few more questions for you:
- Should the manager's name be automatically pulled from a database or manually entered by the salesman?
- Is there a specific format or location on the proposal where the manager's name should appear?
- Would you like the manager's contact information included along with their name?