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Method Community » Method:Classic » Method:Classic General Q&A » How do I put the reps initials that creates a lead automatically in the instead of manually going into ADD ADDITIONAL INFO and clicking on the drop down?

How do I put the reps initials that creates a lead automatically in the instead of manually going into ADD ADDITIONAL INFO and clicking on the drop down?

Last post 08-27-2012 10:22 AM by Method_Valbon. 1 replies.
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  • 08-24-2012 3:13 PM

    • Mike G
    • Not Ranked
    • Joined on 08-24-2012
    • Posts 1

    How do I put the reps initials that creates a lead automatically in the instead of manually going into ADD ADDITIONAL INFO and clicking on the drop down?

    Reply Contact

    How do I put the reps initials that creates a lead  automatically in the instead of manually going into ADD ADDITIONAL INFO and clicking on the drop down?

  • 08-27-2012 10:22 AM In reply to

    Re: How do I put the reps initials that creates a lead automatically in the instead of manually going into ADD ADDITIONAL INFO and clicking on the drop down?

    Answer
    Reply Contact

    Mike,

    This should happen automatically if the method suer is linked to a QB Entity that has rep initials. Can you confirm that the user who is logged in that is created the lead is associated?

    This can be done in Method by going to Customize>>>Users. Edit the user and in step 1 ensure there is a selection for the option that reads "Link to Employee / Vendor / OtherName (SalesRep):"

    Something tells me that should help you out. Yes

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