🛍️ Setting a Market Name for Sales Reps

Setting a Market Name for a sales rep ensures that any order they write after that point will automatically include that Market Name on the order. This is a great way to segment data for 📊 reporting and to easily identify which orders were written at each Market.

Go to: WebManager > Sales Reps > Set Market Name

✅ Set a Market Name

1. Select the checkbox next to the rep(s) whose Market Name you want to set.
2. In the Enter Market Name field, type the desired Market Name.Click the Set Market Name for Selected Reps button when finished.

❌ Remove a Market Name

1. Select the checkbox next to the rep(s) whose Market Name you want to remove.
2. Leave the Enter Market Name field blank.
3. Click the Set Market Name for Selected Reps button when finished.

🔹 Note: You can also add or remove Market Names individually from the View/Edit Sales Reps screen.