Set & Use the "Myself" Shortcut

Want to speed up adding a  Salesperson when Quoting? Set the Myself option for a User.

On new Quotes, their name will fill in automatically when they are making Quotes. On existing Quotes, rather than having to select their name from the list of Salespeople, a quick click on the Myself shortcut is all it takes.


SET THE MYSELF SHORTCUT

  1. Go to Settings > Users & Roles > Users and click on the Username to update.
  2. Select the same name from the Salesperson drop-down list then Save.
    set yourself as salesperson to use "myself" shortcut

USE THE MYSELF SHORTCUT

  1. Open an existing Quote and click the Quote Info Edit icon to set the Salesperson.
  2. Next to the drop-down list, you will see the option to click Myself then Save.
    use myself shortcut when assigning salesperson
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