Cienapps allows you to identify sales employees. This information will follow in each of the sheets files 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 treat separately the representative and the seller sales rep according to your needs:
Representative
In addition to the sellersales rep, you can could have a third party, in-house, involved in the project. If this is not the case, the seller’s sales rep’s name will appear twice on your cardsfiles. However, note that 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 file to sheet file and is used for sales reports and modules as well as the Sales objectives and results and Visual sales analysis (dashboard) modules.
