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How do I modify my list of sales consultants?
How do I modify my list of sales consultants?

Modify the list of sales consultants displayed in Invoices, Quotes, and Offers.

Updated over a week ago

If you have multiple team members creating invoices, quotes or offers, you can enable consultant tracking in Settings > Invoice Settings. Then, when you create an invoice, quote or offer, you can select the appropriate Sales Consultant from the drop-down menu:

This list is populated with the list of primary users and collaborators in your Art Galleria account. For instructions on adding a collaborator, please see Adding collaborators and changing permissions.

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