From time to time, it may be necessary to share customers among multiple sales reps. To do this in our system, you must first assign the customer a main rep, then use that rep’s rep number as an additional rep number for any other reps who should also have access to the customer.
For example:
Customer: Suzy Q's Taco Shirts 🌮 👚
Main Rep & Rep #: Susan Smith, 150
To share Suzy Q’s Taco Shirts with other reps, simply add “150” as an additional rep number to those reps’ profiles.
🔹 Note: When you add a rep number to another rep’s profile, you're granting access to all customers assigned to that rep number.
➕ Adding an Additional Rep
To share a customer among multiple reps, use the "Additional Rep Numbers" option on the Sales Rep Details page.
Step 1: Log into WebManager
Step 2: Click Sales Reps
Step 3: Select the sales rep
Step 4: Click the Additional Rep Numbers icon
Step 5: Enter the rep number(s). Use commas to separate multiple numbers.
🔹 Note: Rep numbers must match exactly as they appear in the system.
Step 6: Click Submit to save changes
⚠️ Important
Each sales rep must have a unique rep number. No two reps should ever share the same number.
If you're setting up a parent/sub-rep structure, make sure each rep still has their own rep number. The sub-rep can be linked to the parent in the system without duplicating numbers.
❓ FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Can reps share rep numbers?
A. No. Reps should never share rep numbers. Doing so can lead to customer assignment errors and will require cleanup by the brand’s admin.
Q. What is the difference between Showroom and Admin Modes?
A. The key difference between Showroom and Admin modes is order visibility.
Showroom Mode:
Reps can view all customers but only see the orders they personally submitted.
Admin Mode:
Reps can view all customers and all orders, regardless of who submitted them.
🔹 Note: For reps attending a physical market, either Showroom or Admin Mode should be enabled.