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Hello, we have a small issue. If one of our employee's has created a quotation and another (2nd) employee re-sents the quotation, because for instance the employee who created the quotation is ill that day, the quotation does not change sender. It always remains the email adres of the person who has created the quotation.

Currently (example) Anna created Quotation X, next day Peter changes quotation X and sents it to a customer Y. Customer Y receives the quotation in the mail and it shows that Anna sent the quotation however Peter sent it?


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Were can I change the assigned salesperson in the quotation? I do not see this option.

Author

Ok I have found it and works. Thank you

Were can I change the salesperson in the quotation? I do not see this option. 

Best Answer

You might be getting the email address of the sales person assigned to the corresponding quotation(not sure), just see the case and if it is the email id of the salesperson, you have to manually change the salesperson to peter before sending the quotation. Either you can do it manually or by code

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