You can assign a ShopZio Lead to one of your Sales Reps and allow him/her to research the customer and decide to grant or deny access. Here's how to assign a lead to a sales rep.
- Click on the orange "Assign" link under the Rep # header on the ShopZio Admin's Dashboard page. The rep can also be assigned from the Research page which is displayed after clicking on the link (company name) on the Dashboard page.
- Choose a Rep from the dropdown to assign this lead to.
- An email will be automatically sent to the assigned Sales Rep allowing the rep to research the lead by clicking on the "Research" link in the email. The rep will be brought to the web app at https://app.repzio.com where he/she will log in using the credentials they were assigned when their rep account was created. They will then be able to research the lead and decide whether or not to grant access.
Note: More information on How to process ShopZio Leads as a Sales Rep