Add employees to the offer

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You can create employees and assign them to an offer in the settings.

An employee must already be created in the settings in order to add them to an offer. The created employee receives the offer email as a CC and is notified when it is sent.

In addition, offers and contracts can be filtered by employee in the dashboard. The creator of the offer is displayed in the dealer dashboard for each offer and contract. This function ensures a clear allocation of sales activities. Please note that only one employee can be selected per offer at a time.

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1. employee (recruitment)

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2. add employee (hiring)

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3. assign employees to the offer (selection in the offer creation)