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Adding and Managing Sales Reps in Shopify and RepSpark
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Managing Sales Reps and Users Between Shopify and RepSpark
Summary
Steps
Step 1: Start in Shopify and locate the customer
Step 2: Review existing Shopify tags and required sales rep tag format
Step 3: Add the sales rep tag to the customer in Shopify
Step 4: Sync customers from Shopify into RepSpark
Step 5: Have the sales rep request access as a user
Step 6: Locate the unapproved sales rep user
Step 7: Update the user’s roles from guest to salesperson
Step 8: Resolve the missing profile error and assign the sales rep code
Step 9: Verify the approved salesperson and roles
