Quote Task - Default Assigned To


(system) #1

Hey all,


Trying to work this one out, thought I'd put out the question while I work on it.


The "Assigned To" on a quote task is setting to the primary salesperson for a region. The field help states that "...if this quote is created in a territory that does not have a salesperson with the required role, the task is then assigned to the primary salesperson."


However, all salespeople set up in our workforce have the same role as the Required Role, and as such should work - but do not.


I can add all the salespeople as an "Authorized User" for the primary salesperson, but this feels like a workaround, and not a fix.


Any ideas are greatly appreciated!


Cheers,


Dave.

 


Quote Task - Default Assigned To