All Collections
Sales
Master Data
Customers
How to link a salesperson with a specific customer
How to link a salesperson with a specific customer
Updated over a week ago

  • Go to “Sales” Module

  • Open “Customer” page

  • Press 🔎 to search for the customer name or press on rows <>

  • Press “Edit”

  • In the “Sales salesperson” field, select the “Salesperson name” option

  • Press “Update”

Did this answer your question?