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Customer Feedback

We love feedback from you on our products and the problems in your daily work that you would like us to solve. Please describe the challenge you're encountering and your desired outcome. Be as detailed as possible.

For technical issues or bugs please head to Support or our Developer Community. You can assign up to 10 votes in total. Thank you for your feedback.

Categories Misc.
Created by Guest
Created on May 5, 2021

Allow for more than one sales rep assigned to a customer

In our business, we may have more than one sales rep call on some customers for various reasons. We would like to request the ability for a customer to have more than one sales rep assigned so that either would have access to the customer when logging in. Additionally we may have regional sales reps that would need access to customers, but in the current setup would not be able to if the customer already has a primary sales rep. Thank you for the consideration.

  • Guest
    Mar 17, 2022

    agreed - In our business it is common to have sales teams with some people on the road and others in the office who are assigned to helping the same customers. Additionally we have more than one level of management that want visibility into the system.