Configuration Options - Salesperson For Agreement Renewal Reviews

Setting Salesperson for Agreement Renewal Reviews

1. Navigate to Tools > Configuration.
2. In the search box, type ‘Salesperson for Agreement Renewal Reviews’.
3. Tick the Search All checkbox.
4. Click Search.
5. Set the required salesperson globally.
   • If not set, the review will default to the salesperson of the Agreement.
   • This option is used when an automatic review fails to send an email to the customer due to a missing email address or an error in sending.