This article is designed to show you how to assign customers to a sales rep. 

[Note: this describes the default method for assigning a customer to a sales rep -- where your Crik-IT / QuickBooks configuration has this default option selected: In Customer Notes in QuickBooks, like this 'SalesRep:RepID.' ]

Note 2: A rep username cannot contain special characters. When creating a rep in QuickBooks, please use letters only. 

• Log into QBO.
• Go to "Customers and leads" and select a customer.

• A pop up window will appear.  Scroll to find the "Notes and attachments" section of the pop window.

For Crik-IT to properly assign this customer to a rep, you must write it in the customer notes like so: SalesRep: rep name, initials, or area. That is, SalesRep with no space, colon, rep name or id, and a period at the end.

Note that the period at the end is very important as it tells Crik-IT when to stop looking for the rep ID, and it allows you to have as much other information in the Notes field as you like (either before or after the "SalesRep:RepID.").

Do this with all the customers you want to assign this rep to, and repeat the process for all your reps. 

Note that any change made in QBO takes up to 15 minutes to be reflected in Crik-IT. 

Click here to see how to add a sales rep account in Crik-IT. 

Next, see how to invite your sales rep to become users by clicking here, and see how you can customize this user's permissions by clicking here. 

Questions? Email us at support@crik-it.com.