- Knowledge Base
- HOW TO GUIDES
- SALES REPS
How to Assign a Default Sales Rep for an AdvancePro User
1. Edit your Sales Rep
- Go to Sales Rep > Edit Sales Rep
- Select the Sales Rep to edit and go to "Assign Customers" Tab
2. [NOTE: SUPER ADMIN rights needed] Assign the Sales Rep under your user account on AdvancePro
- Go to Admin > Site Administrators
- Check your User account and select your default Sales Rep
NOTE: All customers will still appear on the "View/Edit all Customers" screen. However, you can PLACE ORDERS only for the customers assigned to the default Sales Rep on your account.
![2](https://help.advanceprotech.com/hs-fs/hubfs/Restrict%20Sales%20Rep%20drop%20down%20to%20just%20Sale%20Rep%20on%20Place%20new%20order%20(V11.4)/How%20to%20update%20the%20sales%20rep%20assigned%20to%20an%20order%20once%20it%20has%20already%20been%20created/How%20to%20Assign%20a%20Default%20Sales%20Rep%20for%20an%20AdvancePro%20User/2.png?width=688&name=2.png)
3. Place a Customer Order
You will see that the customer list would be limited to what has been assigned only to your default sales rep
![3](https://help.advanceprotech.com/hs-fs/hubfs/Restrict%20Sales%20Rep%20drop%20down%20to%20just%20Sale%20Rep%20on%20Place%20new%20order%20(V11.4)/How%20to%20update%20the%20sales%20rep%20assigned%20to%20an%20order%20once%20it%20has%20already%20been%20created/How%20to%20Assign%20a%20Default%20Sales%20Rep%20for%20an%20AdvancePro%20User/3.png?width=688&name=3.png)
But on the View/Edit All Customers screen (if you have access), you will be able to see ALL existing customers in you AdvancePro database.
![4](https://help.advanceprotech.com/hs-fs/hubfs/Restrict%20Sales%20Rep%20drop%20down%20to%20just%20Sale%20Rep%20on%20Place%20new%20order%20(V11.4)/How%20to%20update%20the%20sales%20rep%20assigned%20to%20an%20order%20once%20it%20has%20already%20been%20created/How%20to%20Assign%20a%20Default%20Sales%20Rep%20for%20an%20AdvancePro%20User/4.png?width=688&name=4.png)
POINTS FOR REVIEW
- Are the customers assigned properly to their respective Sales Rep(s)?
- Are the new customers being assigned to the already existing sales reps?
- Is your user account assigned with the correct default sales rep? [NOTE: The default Sales Rep limits your customer list only when you are PLACING an order, but you can still view the whole customer list.]