Customer picker on quotes: written steps

Who does this: Sales reps and sales administrators

Reps who are limited to their own customers should see just those customers while they build a quote, and the price list warning should focus on the lines they added.

This training covers

1. The customer list on a new quote for a rep
2. What happens when a rep searches for another rep's customer

Before you start

• Reps limited to their own customers see their customers and unassigned ones.
• Team access adds the customers of the rep's sales team.
• There's nothing to switch on.

Customer picker on quotes

1. New quotation > Customer. The list shows your customers and unassigned ones.
2. Search More for another rep's customer: No records found.

What you just did

• Opened the customer list on a new quote as a rep
• Saw another rep's customer left out

That's customer picker on quotes. Next up, Chapter 2: lease quotes and overrides.