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Adding salespeople for customers (back office)

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1.0 Pierwsza wersja instrukcji.

10.05.2022

backoffice, dodanie handlowca, konto klienta, handlowiec, klienci, klient

1. Assigning a new salesperson to one of the clients:

a. Expand the list of clients.
b. Search for the desired client and select edit option.

image-20220510-132504.png
View 1. Access to clients from the back office.

2. In the "Salespeople for customer" section, select "Add salesperson".

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View 2. Option to add a new salesperson to the customer's account.

3. In the newly opened window, search for the user by entering his name and selecting him.