Salesperson at Top of Card
gathering votes
A
Ashley Cavazos
Having the assigned salesperson be at the top of the customer card, where stock number and source description are.
Drew Adler
Merged in a post:
Adding Sale Person
K
Kelly Mitchell
The sales person should be added to the clients contact information - you shouldn't have to open up another section to find out who is working with the client
A
ANITA SMITH
Agreed!
D
Dan Wiggins
Agreed!
Jonathan Schultz
gathering votes
A
Alan Ziffer
! YES !... A major issue. Here is how others do it
S
Stephanie Lessard
It seems silly to have to click in two separate places or to have to scroll down to see who is the attached sales person for BDC who do primary follow up. That should be locked at the top of the customer card and the top banner should be locked as well when you scroll so you don't have to click to open the contact card so that it follows. Example: desktop contact card is to the side, laptop (Mac Book) it cascades on top of the customer card...very inconvenient.