Sales Groups
Sales Reps are linked to their customers using Sales Groups. Only customers who are included in the assigned Sales Groups will be seen by the Sales Rep in the Sales App.
You cannot create or modify Sales Groups on the Pegasus Web Xchange website. They are created in the Sales Ledger application in Pegasus Opera 3 and assigned directly to customers there.
As long as the relevant company in Pegasus Opera 3 is subscribed to the Sales App service, new and modified Sales Groups are uploaded automatically to the website.
Steps
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Sign in as a Sales App Administrator.
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On the Sales App Administration page, select the Sales Groups button.
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Select the
button for the relevant Sales Group. -
On the Assign Representative page, select Add link to add the Sales Rep to the Sales Group.
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Repeat for each relevant Sales Group and select the Done button to save the changes.