Best Practices
In this guide:
- Use Unique Sales Representative Codes
- Keep Customer Information Up to Date
- Assign the Correct Company and Location
- Review Active and Inactive Representatives Regularly
- Use Import for Bulk Onboarding
Use Unique Sales Representative Codes
Avoid manual codes that are easy to guess or duplicate; use Generate code when unsure. See Edit Sales Representative Code.
Keep Customer Information Up to Date
Rep name, email, and contact details come from the underlying Shopify customer record — keep that record current.
Assign the Correct Company and Location
Double-check Company vs. Location assignments so a rep’s storefront access matches their actual coverage. See Assignments and B2B Workflows.
Review Active and Inactive Representatives Regularly
Audit the Active and Inactive tabs periodically to catch reps who should be reactivated or turned off.
Use Import for Bulk Onboarding
Export current data first, edit the CSV, then import to reduce mistakes when onboarding or restructuring many reps at once.