Cienapps allows to identify sales employees. This information will follow in each of the sheets related to the projects (quotation, order, work-order, invoice) while allowing different follow-up at the sales level.
It's possible to recognize a difference between the representative and the seller according to your needs:
Representative
In addition to the seller, you can have a third party, in-house, involved in the project. If this is not the case, the seller’s name will appear twice on your cards. However, the representative is not considered in the various sales monitoring and reports.Salesperson
This field represents the customer’s seller/designer. This information will follow from sheet to sheet and is used for sales reports and modules Sales objectives and results and Visual sales analysis (dashboard)
