In CoreBridge, each Customer can be assigned to a Salesperson, making it easy to track and manage sales activity. When creating a new Customer profile, you have the option to designate a specific Salesperson. You can also update the assigned Salesperson later on existing Customers if needed.


The assigned Salesperson is tied directly to reporting as well, ensuring that any report including both Salesperson and Customer will clearly show the relationship.



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Assigning a Salesperson During Customer Creation


When creating a Customer, a Salesperson must be assigned before saving. All Estimates and Orders for that Customer will then be automatically linked to the assigned Salesperson.

Note: The Salesperson can be updated on individual Orders if needed.


Navigate to Sales Module / Customers / Create New.


1. Select a Salesperson.

2. Click Create Customer.

Note: All other required fields must be populated in order to save.



Editing Salesperson on Existing Customer


Once a Customer is entered into CoreBridge, you can edit the Salesperson that is assigned. Doing so will assign the new Salesperson to all future Estimates and Orders. This will not update any existing Estimates or Orders.


Navigate to Sales Module / Customers and select the appropriate Customer.


1. Select the Settings tab.

2. Click Update.




Overriding Salesperson on Estimates or Orders


While creating an Order, you have the option to override the assigned Salesperson. This change applies only to the specific Order and can be adjusted at any time until the order reaches a COMPLETED Status. The ability to override a Salesperson is controlled by user access rights, allowing administrators to enable or restrict this permission on a user-by-user basis.


Navigate to Sales Module / Orders / Create New.


1. Select a Salesperson from the dropdown.