Salesperson Account

The Salesperson account feature allows your sales team to manage their customer accounts more efficiently by giving them the ability to access multiple accounts, view each customer’s account details and process orders on their behalf.

Setting up a Salesperson Account

Creating a salesperson account can be done by using an existing User account and attaching a salesperson account to it:

  1. In Web Admin, go to Accounts and click the Users link. Open an existing user account to access its User Profile page.

  2. In the Accounts Tab, click on the Add New Account (+) button at the bottom.

  3. Click the Customer button to open the Select Account page.

  4. In the Select Account page, look for the customer account you want to attach to the user and select it.

  5. In the Select Relationship Type window, click SalesPerson.

  6. Press the Finish button to add the customer

Keep in mind that the customer you added must be set as SalesPerson for this function to work. Selecting a different Relationship Type will not give you access to the features created for the Salesperson account.

 

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