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Articles on: Sprwt Supprt

Who appears in the Sales Agent dropdown on a proposal?


The Sales Agent dropdown lists all employees of your account (created under Employees), with Choose an Agent as the empty option. There is no separate salesperson flag: any employee can be chosen. Selecting an agent fills % Amount and Fixed Amount from that employee's Proposals Sales Commission settings (or the account defaults); choosing Choose an Agent again resets both to 0 and clears the agent on save.

Where to find it: /admin/events/proposals/0