This topic contains 1 reply, has 1 voice, and was last updated by  Jerry 6 days, 6 hours ago.

Separate customers for sales reps

  • How do I separate customers so sales reps can see their own customers?

    Create an employee attribute called “Rep Group”. Then create a customer attribute called “Visible To Rep Group”. This will separate customers and transactions, but not reporting. If you want to separate totally, please create stores for each rep and assign “multi-store access” to each rep.

     

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