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.