This article will take you through the few easy steps needed to enable the posting of Cin7 Core (DEAR Inventory) Salesperson onto your CRM.
You'll need CRM Admin rights to follow the steps in this article
Prospect CRM User Names must match Cin7 Core's (DEAR Inventory) Sales Rep Names exactly
Step 1: Navigate to System Settings
In the navigation menu, head to 'Settings' then 'System Settings'.
Step 2: Enable the DEAR Inventory/Cin7 Core Sales Person
In the top right-hand corner, click into the search and type 'DEAR Inventory Set Order Sales Rep' then click enter. You'll then see the setting to enable or disable this feature.
Once you click 'Enable', this will automatically save the changes in the CRM for you.
Please note: the Salesperson's name in the CRM must match the Salesperson's name in Cin7 Core (DEAR Inventory) exactly for this to work.