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How do I assign a Sales Rep to a Customer?

Set up customer-level rep assignments to track commissions accurately.

Assigning one or more sales representatives to a customer ensures that commissions and reports reflect accurate sales ownership. You can assign a primary sales rep or multiple reps with shared or split commission responsibilities. All assignments are managed directly in the customer’s profile in ERP.

Note: Make sure you have sales representatives created in the system already. For more, check out this guide: How do I add a sales rep in DigitBridge?

Note: The instructions in this guide are nearly identical to this one: How do I assign a commission % to a Customer?

You can assign reps one at a time or in bulk.

One at a time

  • In the ERP module, go to CRM > Customers.

  • Use the search or filters to locate the customer you want to edit.

  • On the Customer Management page, in Edit mode, go to the Sales Reps tab and enter the sales rep's email address.
  • Click Save.

  • Click Yes.

In Bulk

  • On the Customer List screen, select all of the customers you wish to edit. Click Action.

  • From the dropdown, select Bulk Update.

  • Go to the Accounting Info tab and enter your rep's email address under Sales Reps.

  • Click OK.

Note: Even if there are already reps assigned to the customers, these fields will appear blank while in the Bulk Update menu.

You will see a notification that this was done successfully.

 

You can learn more about how these assignments affect reporting in the guide “How do I use the Sales Commission Report?”