PL ProfitLensGCC ERP by Somar
ERP & SolutionsSales & CRMSales Assignments
Sales & CRM

Sales Assignments

Assign or move clients and exclusive products for each sales rep from one screen, with an interactive map, one assigned rep per client, and the same advanced filters as Customer Analytics.

Open guide All modules
LiveERPGCC

Capabilities

  • Pick a rep by team and see each team member's client and product counts
  • Select clients on the map with a click or a lasso, or from the synced list
  • Use Ctrl to add and Ctrl+Shift to remove on the computer, while a plain click opens details
  • Filter by current rep, then select matching clients to move them to the chosen rep
  • Take clients from other teams only when the manager switch is on, with a save confirmation
  • Assign exclusive products by brand with the same team locks as before
  • See who earns Account credit when another rep sells to a client

How it works inside the ERP

  1. Pick a rep by team and see each team member's client and product counts
  2. Select clients on the map with a click or a lasso, or from the synced list
  3. Use Ctrl to add and Ctrl+Shift to remove on the computer, while a plain click opens details
  4. Filter by current rep, then select matching clients to move them to the chosen rep
  5. Take clients from other teams only when the manager switch is on, with a save confirmation
  6. Assign exclusive products by brand with the same team locks as before
  7. See who earns Account credit when another rep sells to a client

Important scope note

Each client belongs to one sales team and one assigned rep. Team leaders are still set in the Employee Directory.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/sales-assignments/view.html
  • public/modules/sales-assignments/logic.js