b2b_only | title | redirect to |
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true |
Sales Representative |
The sales representative is an [Admin user]({% link system/permissions.md %}) who is assigned as the point of contact for a company account and receives all automated [email messages]({% link marketing/email-company-configuration.md %}) related to the company. Only one sales representative can be assigned per company account, but a single sales representative can manage multiple company accounts. The default admin account is assigned as the sales representative, unless a different admin user is assigned.
The name and email address of the assigned sales representative is visible to company members from the company account and quotes page.
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On the Admin sidebar, go to Customers > Companies.
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Find the company in the grid and open in edit mode.
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Set Sales Representative to the Admin user that you want to assign as the point of contact for the company.
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When complete, click Save.
The assigned sales representative receives email notification of the assignment.