Add your Sales Reps and tie them to the right customers. This guide walks you through adding a rep, assigning customers, and fixing common hiccups along the way.
When to use this guide
Choose manual assignment if:
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Your accounting system is not supported in Wholesail for automatic sales rep assignments.
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You need tight control over which customers each rep sees which does not match your accounting system.
Important: Turning on Automatic Sales Rep Assignments hides the manual tools below. If you plan to automate, skip this article and follow the automatic‑assignment guide instead. Click here to learn more about auto-assignments.
Add a Sales Rep User to the Portal
You must be an Admin for the company to add team members.
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Go to Settings › Team Members.
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Click +Add team member at the bottom of the page.
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Enter the rep’s Name, Email Address and set their Role to Sales Rep.
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Click Add.
Need help? Email support@paywholesail.com and we’ll add the user for you.
Assign customers in bulk
Only Admins can assign customers to reps.
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Open the Customers tab in your vendor portal.
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Use the checkboxes on the left to select one or more customers.
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A toolbar appears at the bottom, click Edit team members.
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Choose the Sales Rep (or Reps). Click OK to save.
That’s it! The rep now sees those customers in their dashboard and customer list. If a rep has no customers, their dashboard will be blank.
Best‑practice reminders
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Keep Wholesail and your accounting system in sync. When you move a customer to a new owner in your accounting system, update the assignment in Wholesail, too (or enable automatic assignment).
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Removing a rep? Email support@paywholesail.com and we’ll deactivate their account.
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Shared customers. You can assign multiple reps (or managers) to the same customer for shared visibility.
FAQ
Q: Do Sales Reps cost extra?
A: Nope - add as many as you like.
Q: Can I assign customers individually instead of in bulk?
A: Yes. Open a customer record, click Edit team members, and choose the rep.
Q: What happens if I later enable Automatic Assignments?
A: Manual tools disappear, and rep‑to‑customer links come from your ERP. Existing manual assignments will be overwritten with what is in your accounting system.
Q: Can reps bulk‑email invoices or statements?
A: They can email any document to their assigned customers. They can’t see or send for unassigned accounts.