Rep Groups
Rep Groups offer additional features to make Account-to-User connectivity easier to manage long-term and to quickly add additional users to the same set of Accounts.For example, if you have a Sales Rep leave your organization, you can simply assign a new Sales Rep to the same territory of accounts and they instantly have access to all of that territory of accounts and orders. then Settings.Search for Rep Groups, Toggle on, and click Save.
then Rep Groups.
Getting Started
ClickMenu
Creating Rep Group Users
Any users that you want to assign to a rep group must be marked as a Sales Rep. This can be done by editing the User and turning on the 'Is Sales Rep' toggle.Rep Group Management
ClickMenu
Create A Rep Group
Click to expandClick Enter a Name and Email to associate with the Rep Group, such as a Territory name.These can be changed at any time if you need to.
Add A Sales Rep To A Rep Group
Click to expandOpen a Rep Group, by clicking the arrow (
) on the left side.You will see the Users section at the top. Click This will open the sidebar where you can lookup a user by name or email to add to the Rep Group. Note: The user must be set as a Sales Rep on their account, which is done by an Admin from the Users section. The user must also have finished setting up their account if it's a user you just created.
Add An Account To A Rep Group
Click to expandOpen a Rep Group by clicking the arrow (
) on the left side.You will see the account section with your designation (Customer, Retailer, etc.).There is a lookup where you can type in the account name and once found, select it and click add.