Summary
Implement a feature to track and report on sales representatives linked with quotes generated in the CRM.
Intended Outcome
Enhanced KPI reporting capabilities for clients.
How Will It Work?
Introduce a 'Sales Representative' field, similar to the one available for Jobs, allowing users to select a salesperson when creating a quote or invoice.
This data can then be utilized in the quote reporting function, similar to how it's done with invoices.
