Sales Person Assignment (relation) per Make/Location

General Description of the Feature

This feature introduces a new section list on the Business Partner "Related" tab in the PROCAR tenant, which displays the latest salesperson associated with the BP via Leads/Opportunities for each unique combination of location and vehicle make. The list helps users quickly identify the most recent salesperson interaction with the BP without filtering by dimensions, ensuring comprehensive visibility of all available salesperson relationships.

The "Sales Persons Assignments" list is integrated into the related tab of the BP page, providing users with an easy way to identify and access the latest salesperson interactions for any given BP. This list ensures that only one salesperson is displayed for each combination of location and make. If multiple salespeople are associated with a BP for a specific combination, the most recent association is shown.

A significant aspect of this feature is that the salesperson relationships displayed in the list are not filtered by dimensions. This means that all available salesperson associations for a BP are shown, offering complete visibility into the relationships, regardless of any dimension-based filters. This approach facilitates comprehensive monitoring and management of sales activities related to each BP.

Business Benefit 

This enhancement improves the efficiency of managing salesperson relationships within the PROCAR tenant. By providing a clear and detailed view of the latest salesperson interactions for each Business Partner per Make and Location, it enables users to quickly identify the most relevant sales contact.

Configuration 

N/A

Additional Information