Set Market Name

When you set a Market Name for a sales rep, any order they write AFTER that point will automatically have the Market Name of the Order populated.  This is a great way to segment your data for Reporting and to see which Orders were written at each Market.

1. Select the checkbox adjacent to the rep(s) whose market name is being set
2. In the “Enter Market Name” field, type in the rep’s market name
3. When finished click the orange “Set Market Name for Selected Reps” button 

To remove the Market Name from rep(s):

1. Select the checkbox adjacent to the rep(s) whose market name is being removed
2. Leave the “Enter Market Name” field blank
3. When finished click the orange “Set Market Name for Selected Reps” button 

Note: Alternately the Market Name for individual reps can be added or removed from the "View/Edit Sales Reps screen

Let's learn how to Set Showroom Mode for reps.