Adding a Representative to Customer(s)

All Representatives will have a Sales Divison added to their account. In order for the Supplier Representative to have access to Customers (listed as Sites in their Jellyfish Menu), an Owner, Admin or Sales Manager will have to add the Representative to the Customer Account. 

From the Main Menu > go to your "Customer List". Next click on the Edit icon under "Actions".

On the "Edit Customer" page, you will see "Select Sales Divisions" with the Sales Division that was previously added to the Customers account. To add a new or update the existing Sales Division click "Add Sales Division". 

A list of Sales Divisions will populate. 

If you are keeping the same Sales Division but updating the Representative, click "Save". If you are changing the current Sales Division, click your new Sales Division desired and then click "Save". 

Now, a list of your Representatives added to the Sales Division selected will populate. Select the desired Representative, then click "Save". 

Once complete, your Representative will have this customer listed under their "Sites" in Jellyfish.