history of Salespersons

Hello,

Sales Profitability report is quite flexible for printing what items the salesperson sold, to what customers, for which company branches, across any range of dates (in summary or detail). This report is the most likely standard report that could help you.

Current customer assignments can be seen on the Salespersons form, and we can tell whether the employee is the default salesperson for each customer. Commissions history by month is included on the second tab.

We can track changes of position within the company on the Employment History tab of Employees screen.

Salesperson Dashboard shows current leads, opportunities, etc. for each salesperson. 

Currently there is no salesperson history report to show us to what customers the salesperson was assigned historically. Please add your ideas with examples of reports needed to the Ideas section of this Community so we may vote. Thank you!  Laura

Hi Laura

Thank you so much for the information and these are really helpfull and I have already knew about these. Anyway thanks alot.

Regards