Track the performance of your sales team and allocate sales to the correct sales rep using the owner field on customers, quotes and sales documents

When you create a quote you can now specify the Owner for that quote (Sale rep) using the Owner field.

  • The Quote Owner is defaulted to the owner selected on the customer
  • If no owner is set on the customer it defaults to the quote creator

Set owner for a customer

The owner can be specified for an Account customer, Site customer or contact.

To set the owner, Open the contact record and select the owner in the dropdown.

Sales report

The Sales report use the Owner field to show the total and potential sales for each Sales Rep. You can access this report here: https://app.fieldinsight.com/scheduler/reporting/quoted-amounts-by-staff/

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