Sales Representatives (aka sales reps) are a vital component to your organization's structure and success. A sales rep interacts directly with customers throughout all phases of their experience shopping experience. They're responsible for identifying customer's needs, pitching relevant and/or new products and/or services, and ensuring they have a positive experience from start to finish. In some scenarios, you may want to enable your reps with the ability to help more than just their normally assigned customers. Within this article, we will discuss the difference between the Showroom and Admin Mode settings.
To update these settings, head over to WebManager > Sales Reps > View/Edit Sales Reps.
Sales Rep Settings
- Admin Mode: Placing a sales rep in admin mode will allow all customers and all submitted orders to be viewable on their iPad.
- Showroom Mode: Placing a sales rep in showroom mode will only allow all customers to be viewed on the iPad. The Rep will only be able to see orders they have written on the iPad. Showroom mode is essential in a “market” setting whereas a rep may need to write orders for customers that are not normally assigned to them.
Important Note: You are unable to place a rep in both showroom and admin mode at the same time.