Auto Assign Sales Person
Geminate comes with a feature to auto assign salesperson on Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note and Customer. It provides complete dynamic configuration that helps autoset sales person based on existing records of related database object. you can select checkbox from setting for particular database object. For Sale quotation / Sale order, CRM Leads, Customer Invoice / Credit note : it works based on existing records and customer set on them of related database object. For Customer: it works based on new lead / opportunity created for existing customer and a salesperson assigned on that lead / opportunity.
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