In this video, we walk you through the new feature that allows us to assign a main salesperson when creating or editing a customer in our system. This enhancement is designed to clarify customer ownership and improve accountability within our sales team. We demonstrate how to add a main salesperson for both new and existing customers, ensuring you know where to find the relevant fields.
Assigning a Main Salesperson to Customer Records
Objective
This SOP outlines the steps to assign a main salesperson to both new and existing customer records in the system, ensuring clear ownership and accountability.
Key Steps
Adding a Main Salesperson to a New Customer 0:00
Navigate to the customer creation screen.
Locate the 'Main Salesperson' field.
Click on the field to view a list of salespeople in your location.
Select the desired salesperson.
Fill in the remaining customer information.
Click 'Save' to complete the process.
Adding a Main Salesperson to an Existing Customer 0:43
Go to the Point of Sale section.
Click on 'Customer Inquiry'.
Find and select the customer you wish to edit.
Click on the edit icon (pen and paper).
In the customer information section, locate the 'Main Salesperson' field.
Select the appropriate salesperson.
Click 'Save' to update the customer record.
Cautionary Notes
Ensure that the salesperson you are assigning is currently active and available in your location.
Double-check customer information before saving to avoid errors.
Tips for Efficiency
Familiarize yourself with the list of salespeople to speed up the selection process.
Use the search function in Customer Inquiry to quickly locate existing customers.