How do I add Sales Reps to my Customer?

In order to be able to report on Customers based on who their Sales Reps are you need to assign the Sales Rep to the Customer.

Creating a Sales Rep

1. In the Main Menu, click on Settings & tools
2. Under Customer, click Tags
3. Click + Add New
4. Enter the Sales Rep name and make sure Table Name is Customer
5. Click Save

Adding the Sales Rep

1. Click Customers
2. Search for your Customer, click View
3. Click Edit
4. Scroll down till you see Tags, search & select the Sales Rep
5. Click Save