Want your reps to see their assigned customers in CrikSales? We've got you covered! See the details for each options available for assign reps to customers below.
- Option 1: Assigning reps using QuickBooks Customer Notes;
- Option 2: Assigning reps using QuickBooks Customer type;
- Option 3: Assigning reps using QuickBooks 'Other' field on the Customer screen.
Once you've determined the best option for you and set this up, configure CrikSales to use your chosen option.
Please Note: A rep username cannot contain special characters. When creating a rep in QuickBooks, please use letters only.
Option 1: QuickBooks Customer Notes
This is the preferred method.
Log into QuickBooks, go to Customers & leads > Customers. Drill down into a customer and click the pencil icon next to Notes.
This will open the customer screen and direct you to the "Notes and attachments" section. There, enter SalesRep: Name. Make sure you click on Save.
Important Formatting Note: Enter SalesRep with no space, followed by a colon, then the rep name or initials, and a period at the end. The period at the end tells Crik-IT when to stop looking for the rep ID. This allows you to have other information in the Notes field.
Do this with all the customers you want to assign this rep to, and repeat the process for all your reps.
Option 2: QuickBooks Customer Type
Log into QuickBooks, go to Customers & leads > Customers.
There, click the 'Customer types' button. Then, click 'New customer type' to add a customer type.
Enter the name or initials for your rep and save. Repeat the process for each rep.
Once your reps are created as 'Customer types', assign them to your customers. To do this:
- Drill down into the customer and click 'Edit'. This will open the customer screen.
- Scroll to find the Customer type dropdown and select the rep.
- Make sure you click on Save.
Do this with all the customers you want to assign this rep to, and repeat the process for all your reps.
Option 3: QuickBooks 'Other' field on Customer
Log into QuickBooks, go to Customers & leads > Customers. Drill down into a customer and click the 'Edit' button.
In the 'Other' field, enter the sales rep's name or initials. Make sure you click on Save.
Do this with all the customers you want to assign this rep to, and repeat the process for all your reps.
Final Step:
Configure CrikSales to use your chosen option.
- Go in the Crik-IT/QuickBooks Config Menu, under Tools.
- Click Other Configurations and scroll to find the Rep info Configuration section.
- There, select the option that you chose.
- Make sure to click 'Save and close'.