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.
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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.