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Sales Representatives Articles

Create an Order on behalf of a Customer as a Sales Rep

Sales Reps can create and manage orders for the customers that are assigned to their account. Here is an article […]
Tim Rokeby-Thomas   •   March 31, 2021

Approving Orders as a Sales Rep

Sales Reps can approve Orders of Customers that are assigned to them in the same way that an account admin […]
Tim Rokeby-Thomas   •   March 31, 2021

Assigning Customers to Sales Reps

Individual customers can be assigned to specific Sales Representatives within Wholster. There are two ways to assign an individual customer […]
Tim Rokeby-Thomas   •   March 31, 2021

Creating Sales Reps

Sales Representatives can be created within Wholster to help organize your sales team and system. To create a Sales Rep, […]
Gist Support   •   July 16, 2020
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