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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Customer salesperson
Small and medium business | Business Central, N...
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Customer salesperson

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Posted on by PM-23071127-0
hi, can a customer have more than one salesperson allocated to them based upon product range?
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 26,844 Most Valuable Professional on at
    Hi
    You could change the salesperson at the document level.
    BR
    Gr
  • Valentin Castravet Profile Picture
    Valentin Castravet 32,702 Super User 2026 Season 1 on at
    Out of the box you can select one default salesperson on the customer card. This default salesperson is then automatically populated on sales documents when this customer is used. There is no option to select multiple salespersons based on the product/item. You could either manually change the salesperson on each document, or create some sort of customization.
     
  • Jun Wang Profile Picture
    Jun Wang 8,218 Moderator on at
    you could consider set up a dimension Sales person, then create values for different sales person. Then make that dimension mandatory, user will then choose a dimension value when posting.

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