Sales rep accounts can now be managed in the ShopZio Admin portal for those who are only subscribing to the ShopZio service. In this case, the license type is our "Basic" license which is free of charge.
This license allows a sales rep to utilize the following functionality within the RepZio Web App.
- Research and Process Leads form ShopZio
- Review both submitted and unsubmitted orders from their customers
- View Products
Adding a sales rep is easy. Just follow the instructions to add your first rep.
- Click Sales Reps > Add Sales Rep from the navigation rail on the left
- Fill in all required information on the Add a New Sales Rep page
- Click "Save Sales Rep" in the upper right to add your new rep account