Overview

One or more of your salespersons could have been associated with a customer when you invited the customer to Cut+Dry, but it was not required in order to invite. Therefore, you can add or change the sales contacts for a customer account at any time.

Follow these steps to manage a customer's sales representatives.

Add or remove a salesperson on a customer account

1. Select Customers from the navigation menu.
   
2. Find and select your customer.
    Tip: You can search by Salesperson, use the customer filters, or start typing into the search box.

    
   
3. Under Details, select the pencil icon next to Salesperson.
4. On the Assign Salesperson popup, add as many salespersons as needed using the dropdown menu.
5. Optionally, select Set as primary to set one salesperson as the primary for this customer.
6. Optionally, select the trash can to delete a salesperson from the customer account.
   Tip: If a sales rep is marked as primary, a different salesperson must be set as primary in order to delete them from the account.

    

1. Select Save Changes.

Result

Your selected salespersons now show on the customer's profile page.