Salespeople assigned to customers
Allowing salespeople to be assigned to Contacts is a very necessary part of business! Usually, all sales by a specific contact is credited to a specific salesperson. With a salesperson that is linked to a contact, all the invoices for that contact will be credited to the salesperson. Right now, I have to go in manually and assign a salesperson to each Invoice and that is time consuming and unnecessary if the two were linked.
Jenelia Dcruz commented
ERP Gold Software
Why do sellers on Wish need inventory management software?
Inventory management involves the process of ordering, handling, storing, and processing a company’s inventory. This has done because, without an effective inventory management system, the full potential of the supply chain becomes unattainable.
For more information, please visit the ERP Gold inventory management software.
Same issue here. So much manual remembering for the office when entering a new contact under and account.... Ends up being their contact rather than the Account Owner contact.
Andre Hudon commented
Hi to you all, I do have this issue today, does anyone have a solution for this problem?
Sam B commented
This is a very basic requirement for sales management. Suggest it be added as a feature.
Its available now, Please feel free to contact if required help
Alen Vitasovic commented
This is very similar to something I'm struggling with. There is no real concept of Contact Owner in Zoho Books, while there is Account Owner in Zoho CRM. So all of our Contacts created from Zoho Books, when synced to Zoho CRM and created as Accounts, are assigned to a default user (me, admin) which creates mess on the CRM end. Also, there's no easy way to track sale reports by clients due to this.
3 votes from me for this!