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How do I modify my list of sales consultants?

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

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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