PL ProfitLensGCC ERP by Somar
Help CenterSales & CRMSales Assignments
Help Center · 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.

Product overviewHelp Center

Before you start

  • Sign in to the correct company.
  • Confirm your role and company subscription allow this module.
  • Complete required master data in connected source modules before starting a transaction.
  • Use demo or authorized data while learning.

Workspace map

1. Pick a rep by team and see each team member's client and product counts

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Select clients on the map with a click or a lasso, or from the synced list

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Use Ctrl to add and Ctrl+Shift to remove on the computer, while a plain click opens details

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Filter by current rep, then select matching clients to move them to the chosen rep

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Take clients from other teams only when the manager switch is on, with a save confirmation

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Assign exclusive products by brand with the same team locks as before

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

7. See who earns Account credit when another rep sells to a client

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

  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

Troubleshooting

  • If an action is not visible, check role, permission, record status, and plan entitlement.
  • If data is missing, correct the source module and refresh this workspace.
  • Read the validation message before retrying; an approval or configuration step may be required.
  • Do not bypass protected correction or reversal by creating a duplicate record.
Important scope note: Each client belongs to one sales team and one assigned rep. Team leaders are still set in the Employee Directory.