• Resolved zannw

    (@zannw)


    Hi there I want to know if your plugin would be able to do the following for sale reps.

    “Sales rep will be able to upload their order forms on the dashboard and their account balance also to request withdrawals also we can send them information on new products to sell on their dashboards”

    Kind regards

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  • Hello @zannw

    Not exactly, but sales reps can upload documents on the leads/contacts/customer/ profile to manage them. Sales reps are not customers themselves, they manage customers on the CRM.

    Thanks

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