Set & Use the "Myself" Shortcut

By setting the Myself for the logged-in user, rather than having to select their own name from a drop-down list of Salespeople, a quick click on the Myself shortcut is all it takes.


Set Up The Myself Shortcut

  1. Go to Settings > Users & Roles > Users and click on your Username.
  2. Select your name from the Salesperson drop-down list. Click Save.set myself as salesperson

Use The Myself Shortcut

Open a Quote and edit the Quote Info to set the Salesperson. Next to the drop-down list, you will see the option to click "Myself".use myself shortcut

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