Skip to content
Message Us
  • There are no suggestions because the search field is empty.

Assign Default Salesperson To Account

Do you have Salespeople dedicated to certain Accounts? Salespeople can be assigned to Accounts in Systemize. When a new Job is created in that Account, that Salesperson will automatically be added.

  1. Go to Settings > Account > Accounts and open an Account.
  2. Click Edit Account Info across from Account Info.
  3. Choose the Salesperson from the drop-down list, then Save.