top of page

ASSIGN CUSTOMER PORTFOLIO

In this tutorial we show you how to assign customers to the user registered as a seller. Each of these can work with your client portfolio and will be visible only to this user.

FAQ

The answers you need!

The administrator user will be able to assign to the seller users the amount of clients that he considers.

This is used so that each commercial of the company can manage their assigned client portfolio. A client can be managed by several commercials at the same time.

Assign client portfolio to seller user

The administrator user will be able to assign the entire client portfolio of a commercial that goes on vacation to another commercial so that they can manage the orders for a certain time.

What happens to the assigned client portfolio if a commercial/seller goes on vacation?

bottom of page