Sales / Support Tools
You can assign salespeople to customers or customer groups and orders placed by those customers are automatically attributed to that salesperson. Salespeople can also be assigned to individual orders. Restrictions can be set to limit who can assign salespeople to orders to avoid any mistakes or changes that aren’t authorized.
Salespeople can have accounts to the back-end of a Zoey account that has data limited to only showing what’s relevant – certain customers, orders, etc. that are specific to their customer accounts. This can reduce the clutter while making it easier for salespeople to work.
Assigned Sales Reps can be automatically attributed to the Orders placed for their accounts regardless of who placed the order. This is helpful for Sales Teams, Customer Support departments and for self-serve customer orders and ensure you have less work to do when calculating monthly sales and commissions for your Reps.
Book a demo with our customer success team to help you find the best Ecommerce solution for your unique business. See how Zoey can help grow and expand your sales.
