You can assign salespeople to customers or customer groups and orders placed by those customers are automatically attributed to that salesperson. Salespeople can also be assigned to individual orders. Restrictions can be set to limit who can assign salespeople to orders to avoid any mistakes or changes that aren’t authorized.
Zoey Updates
Payment Terms Deposit Automation Now Available
Many of the businesses that run on Zoey collect Deposits on orders as part of the workflows they use. Many
January 27, 2025
