Assigning a Default User or Sales Rep for New Deals

The account administrator can assign a Default Sales Rep or User for new deals registered by your supplier. The assignee will receive notifications on each deal until it is assigned to a new sales rep/user. 

Note: this setting is ignored for deals that your users register themselves.

1. Navigate to > Settings.
2. Select Deal Management in the left hand sidebar.
3. Go to the Default Sales Rep area.
4. In Users, select the user in your organization who will receive the notification. The list shows the users you've got configured for your account under > Settings > Manage Users.
5. [Optional] In Sales Reps, select any sales reps who should receive the notifications. The list shows the sales reps you've got configured for your account under > Settings > Sales Reps.
6. [Optional] Click add user or add sales rep to add a new person to either list of email recipients.

Training