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