Order Attribution

You can assign salespeople to customers or customer groups and orders placed by those customers are automatically attributed to that salesperson. Salespeople can also be assigned to individual orders. Restrictions can be set to limit who can assign salespeople to orders to avoid any mistakes or changes that aren’t authorized.

Salesperson Accounts

Salespeople can have accounts to the back-end of a Zoey account that has data limited to only showing what’s relevant – certain customers, orders, etc. that are specific to their customer accounts. This can reduce the clutter while making it easier for salespeople to work.

Sales Quotes

Salespeople can generate Sales Quotes for times when accounts need recommendation, handholding, or are otherwise not comfortable with online sales. The customer can then complete the purchase by following a link from their email. Speed up order capture and processing!

Learn more about our Sales Quotes features.