Feature Requests

Add the ability for a default salesperson to be automatically assigned when a quote is created under a specific store.
Description: Currently, when a quote is created in TSA through a selected store (especially via the 3D Builder without ZIP code entry), the quote is assigned to a store/location but the salesperson field is left blank. In many cases, leads are created without ZIP code input, which bypasses the current automatic salesperson assignment logic (which appears to rely on ZIP code-based routing). As a result, quotes often remain unassigned and require manual intervention to assign a salesperson. The customer team then has to manually open each quote in TSA and assign themselves as the salesperson in order to properly filter, sort, and manage their workload. Requested Enhancement: Allow each store to have a configurable default salesperson so that when a quote is created under that store: The associated salesperson is automatically assigned The assignment can still be manually overridden if needed Additionally, users should be able to: Change both the store and the assigned salesperson when reassigning a quote (not just themselves) Having automatic salesperson assignment by store would reduce manual work, prevent unassigned quotes, and improve filtering and reporting accuracy. Impact: Reduces manual assignment of salespeople Improves quote organization and reporting Ensures clearer ownership of leads Prevents unassigned quotes caused by ZIP-less submissions via 3D Builder
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New Functionality
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