From time to time, there may be a need to share customers amongst sales reps.
ADDING AN ADDITIONAL REP NUMBER
To share a customer amongst 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 any additional rep numbers applicable. Use a comma between multiple additional rep numbers.
Please note: the rep numbers MUST match exactly as they are listed in the system
Step 6
Click 'submit' to save changes
IMPORTANT NOTE
Each sales rep should have a unique rep number, no two reps may share the same rep number. For a parent/sub-rep setup, each rep should still have their own unique number, and the sub-rep can be linked to the parent rep in the system.
FREQUENTLY ASKED QUESTIONS (FAQS)
Q. Can reps share rep numbers?
A. No, reps should NEVER share rep numbers within the system. If you have two reps using the same rep #, customers may not be assigned to the proper rep and you will need to update the rep #, creating additional work for the brand's admin.
Q. What is the difference between Showroom and Admin Modes?
A. Learn more about the differences between Showroom and Admin Modes here.