When registering a site client or editing a site client’s Client record, we can assign a site client’s responsible sales
representative in the field assigned sales representative. This procedure is detailed in the User Manual ‘G3w and the
Management of Clients’.
We have already assigned a sales representative to a site client. This way, when a job is completed at a site client, G3w
automatically assigns that sales representative to that job. However, remember that from the Task record the job can be
moved to another sales representative, as an exception, by selecting the new sales representative in the field assigned
sales representative.