Who is the salesperson on this deal????
A
Andrea Schramm
When in the customer profile (especially for mangers sake but would be easy to add for everyone.) It would be very helpful to have salesperson number 1 and sales number 2 at the top view of the page so you don't have to click on "open" then hover over to see the salesperson. or scroll below to see who the salesperson is till you find a name
Shelby Parker
Thank you for posting, Andrea Schramm! I have a few more questions for you:
- How often do you need to check the salesperson information in a day?
- Would having the salesperson information visible at the top improve your workflow efficiency?
- Are there any other details you would like to see alongside the salesperson information?