How to Assign a Salesperson to a Store

Every store in Chipply has a Salesperson. It controls whose dashboard the store shows up on, who gets the store's automated emails, and how sales are credited in your reports. Here's how to add a new salesperson and assign them to stores.

Step 1: Add the Salesperson as a User

A salesperson has to be a user on your account before you can assign them to a store.

1. From the Account Dashboard, click the gear (settings) icon and select Users.
2. Click Add User and fill in their name, email, and User Name.
3. Choose a User Level. Most sales reps use Dealer Salesperson.
4. Make sure Active is checked, then save.

For more detail, see How to Add New Users to Chipply.

1. Open the store.
2. Go to the store's Settings.
3. Choose the person from the Salesperson dropdown.
4. Save.

Assign a Salesperson to Multiples Stores at Once

This is handy when someone joins your team or leaves it.

1. Go to your store list.
2. Select the stores you want to update.
3. Click Bulk Actions > Update Salesperson.
4. Choose the new salesperson and save.

Good to Know

• Their dashboard fills up. Stores show on a user's Account Dashboard only when that user is the store's salesperson.
• Automated emails. Messages sent to the Store Salesperson (like store launch and store close emails) go to the email on that salesperson's user profile. If the wrong person is getting them, update the salesperson on the store, or update the email on their user.
• Reports. Sales Activity Reports can be sent at the salesperson level, so each rep sees only their own stores.
• Filter by salesperson. On the store list, use the Salesperson filter to see one person's stores, or select several people at once.
• When someone leaves. Don't delete them. Reassign their stores using Bulk Actions > Update Salesperson, then deactivate their user so they can't log in.
• Copied stores. A copied store may keep the original salesperson. Double check the Salesperson after copying.