B2B Sales Agent functionality (commission, admin, discounts)
Currently sales representatives do not see commissions or general other states about their customers. But this would be helpful for their motivation and ease up the customer management, esp. if there is no ERP system involved, covering up those functionalities already
Jonas Fuchs
shared this idea
Not enough interest
We’re closing this idea because it has not received significant interest or activity over the past 12 months. This helps us keep the idea portal focused on the topics that are most relevant to our community.
Thank you for taking the time to submit and support it. We’ll continue to monitor customer needs and may reconsider the topic if interest grows in the future.
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Sales agent should be able to do the following
• Apply discounts (limited by admin perhaps with an offer methodology) that their account has to client accounts • See what orders made by them
• Add new accounts to sales agent account (If I aquire new customers)
• Commission management Define Commission rates Hold a commission balance, Reset commission balance Get a commission statement ( having had a commission rule applied) -
As a Customer I want to see the contact information of my assignes Sales Representive in my account in order to get in contact with him quickly
