Magento 2 Sales Representatives

Assigning salespeople to Magento Orders

Once a salesperson a linked to a customer account, all orders of that customer are by default assigned to the linked salesperson. Webshop administrators, however, can overrule the assignment manually for that order by selecting another salesperson from the list on the Magento order page.

Assigning salespeople to Custom Quote Requests

Besides automatically assigning Orders and Support Tickets to a salesperson, this Magento extension also assigns the salesperson to a quote request and sends the relevant salesperson a notification about this request. Just as with the assignment of orders and support tickets the administrator can overrule the automatic assignment and link another salesperson to a specific quote.

And last but no least, the assignment of the salesperson will also be transferred to the order once the quote is converted to an order. This effectively enables business owners to accurately track the performance of their salesteam.

Note: Cart2Quote for Magento 2 is required to activate this functionality.