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  5. Assigning Customers to Salesman in LaceUp (for newly created Salesman)

 

  • Assigning Customers to Salesman in LaceUp (for newly created Salesman)
    • Open LaceUp on PC
    • Click on “Customers” then “Assign Customers to Salesman”
    • Select on the ID you want to alter
    • Select the customers from the middle list
    • Press the “–>” arrow to assign the selected customers to the selected salesman
    • Select “Save & Close”
    • Press “Yes” that you want to refresh customer information

 

 

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