CRM Assign By Area

This module adds ability to assign salesperson to crm pipeline and contact

New field Salesperson on territory

Usage

• Set value for sales person on territories, and value for territories on contacts
• On pipeline form after select a customer, or on contact form, I see the button "Assign Salesperson" appear

• I press the button
• If the customer (or contact) has no territory, this popup will appear:

• If there is no salesperson to assign, this popup will appear:

• If there is only one salesperson to assign, this popup will appear:

• If there are several salespersons to assign, this popup will appear:

• After I press confirm, I see the Salesperson value is set