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.
Zoey Updates
Scaling B2B Operations Without Hiring More Staff
Growth feels good until it starts breaking your operations. You’re processing twice as many orders as last year. Your team
February 24, 2026
