Public Ticket #3125604

2 sales agents sharing the same customers?

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Lucy_N started the conversation 4 years ago on September 15, 2022 at 9:18am

Hi there, my support has expired but I wanted to ask if something was even possible before I renew:

I have two sales agents who share customers (a husband and wife team). Is it possible to have two sales agents sharing a customer? As I can only allocate one agent per customer. Is there a way around this?

Thanks

2,762

KingsPlugins replied 4 years ago on September 15, 2022 at 11:35pm

Hi Lucy,

There's no way to select multiple specific agents for a customer, but there is a setting that may help:

In SalesKing -> Settings -> Agent Capabilities, you can enable 'All agents can manage / shop for all customers'.

With this enabled, all agents will be able to manage and shop for all customers.

Kind regards,

Stefan