Add a sales rep

Desktop

Method 1:

1. In the top right corner, click on your username dropdown.
2. Then, click on Office Settings.
3. Then, click on Sales Reps.
4. On the Sales Reps page, click on the blue Add Sales Rep button in the top bar.
5. On the Add New Sales Rep modal, select the supplier first, then enter the name of the sales rep, the email address and/or phone number and click Add.

Method 2:

1. In the top right corner, click on your username dropdown.
2. Then, click on Office Settings.
3. Then, click on Suppliers.
4. On the Suppliers page, click on the Pencil Icon to edit the supplier and add a sales rep.
5. On the Edit Supplier page, update sales rep details.
6. Once finished, click Save Changes.