We are interested in using your plug in. We have 4 customer service people that at times need to place an order for a customer. We don't have assigned accounts we are all a team. I would like multiple employees to have the viability to shop for any customer that calls our office. Is that an option?
There is a setting in the plugin which allows all agents to view, and place orders for all customers.
This can be enabled by going to SalesKing -> Settings -> Agent Capabilities and enabling the setting "All agents can manage / shop for all customers": https://prnt.sc/FcnKjz8CCQez
If there's any commission , it would usually be assigned to the agent that placed the order.
Let me know if I can help with anything, or if you have any questions,
We are interested in using your plug in. We have 4 customer service people that at times need to place an order for a customer. We don't have assigned accounts we are all a team. I would like multiple employees to have the viability to shop for any customer that calls our office. Is that an option?
Hello Brook,
Thank you for getting in touch with us,
There is a setting in the plugin which allows all agents to view, and place orders for all customers.
This can be enabled by going to SalesKing -> Settings -> Agent Capabilities and enabling the setting "All agents can manage / shop for all customers": https://prnt.sc/FcnKjz8CCQez
If there's any commission , it would usually be assigned to the agent that placed the order.
Let me know if I can help with anything, or if you have any questions,
Kind regards,
Stefan