How to Add a sales rep to a Customer company

This article explains how to assign a sales representative to a customer company, configure their commission settings, and ensure they are automatically assigned to new shipments.

Steps to Add a Sales Rep to a Customer

Adding a sales rep to a customer company ensures that the rep will be automatically selected each time the customer books a shipment.

• Go to Customers > Companies: Select the company you want to add the sales rep to.

• Open Customer Tools > Commissions

• Click the “Add New Commission” button

• Select the Sales Rep and Set the Commission: After selecting the sales rep, choose how they will receive commission for shipments created for that customer.

• Click “Add” to Save: Once everything is set, click Add to save the sales rep for that customer.

The selected sales rep will now be automatically assigned to all loads created for that customer.