[GreatLakesVacuum]

Hello everyone... question:

We sell B2B and want to make it so when a new company signs up they can fill in a field for who referred them to us (as we have some outside sales reps that would receive credit for orders placed by companies that they refer to us).

How do I do this? I know I can add a field and it will add it to the profile screen ... which hopefully then people will fill out. I shouldn't need to add it to their orders as they should only have to fill it out once. (And we can go put it in for the few that are already in our system without it).


But when a customer that has this field filled out, I would like for it to email the outside sales rep a copy of the order too (so that they know it was placed and for how much).

Would I need to add 2 fields? Or could it be possible they pick from a drop-down list of our outside sales reps? How would we then associate an email address with each rep for them to receive the orders at?

I want all of this to be automated as much as possible so that they (the outside reps) feel like they can trust this new setup.

Thanks for any insights, answers, or quotes to do this.

Nick