This parameter is used to determine if a sales action must be assigned to the sales representative responsible for the customer or else to the sales representative connected to the system.

Level of localization / Global variable

This parameter is defined at the level User. It belongs to Chapter CRM (Customer Relation) and the Group REP (Sales rep assignment), The following parameters are also associated with this chapter and group :

The global variable GCRMDEFREP is associated with it.

Functions impacted

The following functions are associated with this parameter :

  Customer relation > CRM activity > Calls

Comments

This parameter concerns the sales actions such appointments, calls, tasks, projects.