Assign Sales Reps

  • Post category:Customers
  • Reading time:1 mins read

APTx allows customers to have assigned default sales representatives and calculate sales rep commissions.
Businesses and customers that have sales reps allow them to have a point of contact and a knowledgeable person to represent them in the business, and attract potential customers.

Under Additional info, click Manage assign sales representative to a customer. On the left panel, you may choose one or multiple sales reps to Associate to a customer. On the right panel, you may click one or multiple sales reps to Disassociate to a customer.

Once all preferred changes have been set, click Done to successfully apply the changes.