To assign a Sales Rep to a customer account internally, go to the System Settings page and then to the 'Customer Management' section.
This page handles all Customer Self-Service invitation codes. It also has an additional section that allows admins to add an Internal Sales user as the assigned rep to customer accounts.
Assigning to a New Customer
To assign a Sales Rep, you must first fill out the details in the “Customer Invite” box. Start by specifying a customer in “Customer Name.” This field will display all accounts from customer_master, and will auto-fill suggestions as you type.
After a customer has been selected, an “Invitation Code" will be automatically generated. This invitation code can be edited or left as is. Once a “Customer Name” is selected and an “Invitation Code” is configured, you then have the option to choose an “Assigned Sales Rep” from the drop-down and click 'Add Customer'.
In the “Assigned Sales Rep” drop-down, you will be able to assign a sales rep to a customer or select “No Sales Rep Assigned.” The “Assigned Sales Rep” drop-down will display the first and last name of the sales reps along with the email associated with the user.
Editing the Sales Rep for an Existing Customer
In order to edit the assigned sales rep, click on the pencil edit icon in the far column. This will open the "Customer Invite" window. You can then select a new Assigned Sales Rep from the drop-down. Be sure to click Save to apply the update.