Customers

Customers assigned to each rep

Can I assign customers to each rep?

Yes. Each customer is assigned to a rep, and if the rep’s role is limited to “their own” data, that rep only sees and sells to their customers and to those with no rep. The administrator sees everyone and can reassign them.

Where it works
On the web and in the app
What you need
With a paid plan
Client list with each client’s rep and the rep selector open
CRM screenshot with sample data.

Other ways to ask

  • Does each rep see only their customers?
  • Can I change a customer’s rep?

Related topics

See all frequently asked questions →

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