How To: Assign Customers to a Sales Rep

Customers are assigned to a sales rep by adding the rep's number to their record. You can view and update these assignments in two ways:

1. In WebManager, go to the Edit Customers section to view or edit assignments under the "Rep Number" header.
2. Export your customer list as an Excel spreadsheet from Manage Data > Export Data to edit assignments in bulk.

EDIT CUSTOMERS

​


BULK EDIT
​​

Additionally, sales reps may see ALL customers via Showroom and Admin Modes.

Learn more here → Difference between Showroom and Admin Modes 

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.