Sales Rep - Auto Assign Sales Representatives

Auto Assign Sales Representative

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The Sales Representative extension features the ability to automatically assign Sales reps to customers who have been registered through the Admin panel on the site, rather than going through the manual process the rep who registered the customer will be assigned as their Sales rep automatically.

To enable this feature, navigate to System → Configuration → LUCID PATH EXTENSIONS → Sales Representative Deluxe. Then locate the Commissions section and open it if it is closed.

Within the Commissions section near the bottom set the "Auto-assign salesrep to customer" option to "Yes".

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