Customers are assigned to a sales rep by adding the rep’s number to their customer record. You can view and update these assignments in two ways:
✍️ Edit Customers in WebManager
Go to Edit Customers and look for the Rep Number column to make updates directly.
👨💻 Bulk Edit via Excel
Head to Manage Data > Export Data, export your customer list, and edit the Rep Number column in Excel for bulk updates.
💡 Pro Tip: Use this option if you're updating rep assignments for a large number of customers at once.
🛠️ Additional Notes
Sales reps may see all customers when using Showroom Mode or Admin Mode.
👉 Learn more → 📝 Sales Rep License Management Guide
⚠️ Important:
Each sales rep must have a unique rep number. Reps should not share the same number.
If you’re using a parent/sub-rep structure, each rep should still have a distinct number, and the sub-rep can be linked to the parent in the system.
❓ FREQUENTLY ASKED QUESTIONS (FAQ)
Q. Can reps share rep numbers?
A. No. Reps should never share rep numbers. Doing so may cause customers to be miss-assigned and lead to extra administrative cleanup.
Q. What is the difference between Showroom and Admin Modes?
A. Click here to learn more about the key differences between these modes, including what customer data is visible.
Q. How do I reassign customers to a new rep and transfer order history?
A. If you'd like order history to carry over, the new rep must use the same rep number as the previous rep. Otherwise, historical orders will remain tied to the original rep number.
Q. Can a customer be assigned to more than one rep?
A. Not directly. Each customer can only have one assigned rep number. However, you can use parent/sub-rep linking to allow both reps to view the same customer data.
Q. What happens if a rep is deactivated—will their customers be reassigned?
A. No, customer assignments remain until manually updated. You’ll need to assign those customers to a new rep using one of the methods above.