Sales Manager Name on Worksheet
R
Rick Squires
Sales Manager Name on Worksheet
Shelby Parker
Hi Rick Squires — thanks for posting this! To make sure we’re thinking about the right worksheet and the right “Sales Manager” field, could you share a bit more detail: which worksheet are you referring to (deal/desk, appraisal, finance, or another DriveCentric worksheet)? In your ideal setup, when should the Sales Manager name populate (assigned to the deal, last person who approved/desked it, store default manager, etc.)? And what’s the main outcome you’re aiming for by showing it there (internal accountability, customer-facing printouts, reporting/audit trail)?