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sales reps

There is no SALES REP option at the moment - only the SOURCES (which are not the same)

Imagine that a client is picked up by an advertising campaign (the SOURCE) and you then have several sales reps who can sell services to her, from different departments and also different times throughout the contract.

With Kashflow - you can ONLY set a source for the ENTIRE CUSTOMER, not on an individual invoice, so it isn't possible to have invoice 100 assigned to Frank and invoice 101 assigned to Helen and then report on it.

In Quickbooks - you can set a REP PER INVOICE for accurate tracking. I can't see any way of doing this in kashflow.

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  • Apr 6 2018
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