Customer Profile
Salesmen
Assign salespeople to customers.
Assign a salesperson to each customer to establish account ownership.
Quick Overview: Assign a salesperson to manage customer accounts. Additional salesman slots can be enabled if your organization requires them.
How Assignments Work
Salesman assignments affect:
- Visibility — Salespeople see their assigned customers
- Notifications — Receive alerts about customer activity
- Reporting — Customers appear in salesman performance reports
- Tasks & Activities — Default assignment for new items
Assigning a Salesperson
- Find the Salesmen card on the Profile tab
- Click the edit icon next to the slot
- Search for the salesperson by name
- Select from the dropdown
- Save
Changing or Removing
To change: Edit the slot and select a different person.
To remove: Edit the slot and clear the selection (click X or select blank).
Branch Assignments
Branches can have different salespeople than the parent customer. Each branch maintains its own assignment.
Did you know? You can assign different salespeople to each branch — useful when branches are in different territories or regions.
Multiple Salesmen (Optional)
WiseParts can be configured to allow up to 3 salesman slots per customer. This is useful for organizations that manage multiple business units within the same app.
Example: A wholesaler operates two separate sales teams:
- Team A sells from warehouses A and B → assigned to Salesman 1
- Team B sells from warehouses C and D → assigned to Salesman 2
When customers overlap between teams, each team's salesman is assigned to their respective slot. This allows both teams to track their own sales activities for shared customers.
The salesman field can be automatically populated from data imports or managed manually in WiseParts, depending on your organization's sync settings.