Creating Sales Reps & Assigning Reps Customers
1. Navigate to Wholester Admin -> Settings -> Accounts, then click the “New Sales Rep” button:
2. Fill in the sales rep details, and click “Save”:
3. Once the rep has been created, click the “Send account invite” link, which will send a link to the email address you used to create the rep.
4. The sales representative can then click the link in the received email, and set a password for their account:
The sales rep will then be able to log in using their email and password, giving them access to the customers that are assigned to their account.
In order to assign customers to the sales rep’s account, navigate to the customers page, select the customers you would like to assign to a rep and use the bulk action dropdown shown in the screenshot below: