Is there a one-stop-shop for all data tied to a Salesperson in Epicor?
Is there a one-stop-shop for all data tied to a Salesperson in Epicor?
Yes, there are a few different tracker-like programs that offer various metrics for a Salesperson such as Quotes, Orders, Jobs and separate tabs depending on the status of each. These metrics mentioned above, and more, are a glimpse of what you can find in these programs.
Reach out to a PracticalTek consultant for more information on how to utilize these beneficial programs