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
- Go to Settings > Users & Roles > Users and click on your Username.
- Select your name from the Salesperson drop-down list. Click Save.
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".