Does assigning an Inbox conversation change the order's salesperson?
No. The Inbox assignee is separate from the order's owner, its primary salesperson.
Assign the conversation to an eligible teammate when they should handle the messages.
Only people who can reply to that conversation appear in the assignee list. Changing ownership of the sale is a separate action requiring order reassignment permission.
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People also ask
From other topicsWhy is the salesperson copied on every customer email?
OrderPilot automatically copies the order's salespeople on customer order emails so they can follow the sale. When sending an email manually, review Cc and remove anyone who should not receive that message. Check the shop's Copies of customer emails settings too if other unexpected addresses appear.
Why can't a salesperson see a newly created template?
Check that the template is active and its Who can add it settings allow the salesperson and location. A draft template is not offered for a new quote or order. Clear picker filters and search by name, SKU, vendor or category.
For Shopify products on POS, also check Point of Sale channel availability.
Open its own pageFull guide: Choose options and a vendor for each line
Why can't a salesperson see the Commission tab?
The salesperson's role needs View own commission to see their personal Commission report. Starter roles do not automatically include commission permissions. An authorized administrator can add the permission under SettingsStaff & rolesRoles.
View all commission and profit is the broader permission for seeing everyone's commission.
Open its own pageFull guide: Profit, commission and configuration reports
Why do salesperson quote counts add up to more than the total?
A quote counts for every salesperson credited on it, so adding individual quote counts can count the same quote more than once. The Total is not the sum of those overlapping counts. Revenue follows each person's sales-credit share instead, with uncredited value under Unassigned.
Open its own pageFull guide: Analytics and the sales performance report