Assign salespeople to accounts

You can assign salespeople to accounts individually or in bulk.

Individual accounts

Multiple accounts

New accounts

Existing accounts

Individual accounts

There are 2 ways to assign Salespeople to an account:

1. Navigate to Partner Center > Businesses > Accounts > Click the 3 dots next to the desired account > Select 'Assign Salesperson' > Select a Salesperson > Save.

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Alternatively: 

  1. Go to Partner Center > Businesses > Accounts.
  2. Click the name of the account you want to assign salespeople to.

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  3. Click "View all data" in the upper right corner of the screen.

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  4. Go to the “Administration” section.
  5. Select the Primary Salesperson from the dropdown menu.
  6. To assign additional salespeople to the account, click + Add Additional Salespeople.
    • You can assign up to five additional salespeople.

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  7. Click Save.
  8. Watch the video of these steps here.

Assign salespeople

 

Multiple accounts

New accounts

To assign salespeople to new accounts:

Once the import is complete, your salespeople can view the accounts in Sales & Success Center > Accounts.

Existing accounts

To assign salespeople to existing accounts:

  • Include the salespeople’s email addresses in the SalesPersonEmail column when you bulk update existing accounts.

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    • During the “Select Fields” step, make sure to select Salesperson Email.

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Once the import is complete, your salespeople will receive notifications that they have been assigned to the accounts. They can view the accounts in Sales & Success Center > Accounts.

 

Assign salespeople

Watch the video of these steps here.

 

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