How can a job quote be made on behalf of a team?
Team leaders can always quote on behalf of their team. Team members (as opposed to team leaders) can also quote on behalf of the team. By default, however, team members aren’t presented with the option. Team leaders must grant each user access using the “Edit team members” link on the team page, and checking the “Can quote” option under the member’s name. Those team members who are allowed to quote for the team will be presented with a new option when quoting: This quote is on behalf of: with a drop down list to select to quote on behalf of themselves or on behalf of the team. The rest of the information for the quote is the same, with the exception of the contact information, which the team leader can set on the “Edit this team’s information” screen.
