Updated 10/20/22
Assigning a salesperson to Vendors in your account dedicates that salesperson to a particular buyer so new orders are automatically assigned to them. This assignment only affects orders created after the assignment is made and does not apply retroactively to existing orders. Additionally, this allows your customers to view and gather the right contact information when buying through your store in the LIVE Marketplace.
Before we begin, ensure the salesperson is set up as a user in your GrowFlow account under Account Settings > Manage Users.
1. Click on Vendors in the navigation bar of your account
2. Use the search bar or Filter by License Type to search for the Vendor
3. Once the Vendor is located, click Edit
4. Select the salesperson from the Sales User drop-down
5. Click Save
Now, when a buyer with an assigned salesperson is logged in and viewing your LIVE Marketplace store, the assigned salesperson's contact information will appear. If no salesperson is assigned, it will default to the main contact for the account. New orders placed will also generate with the salesperson's name assigned on the order. Remember that this assignment only applies to newly created orders - existing orders will retain their original Sales User assignments.
Great work!