How do we create a Customer Sales Link to assign a customer to the correct sales person ? Customer Sales Link – User Manual
📘 Customer Sales Link – User Manual
Version: V.1.0.32
Prepared by: Ramya R
Date: 07/07/2025
📑 Table of Contents
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🔹 Introduction
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🖥️ System Requirements
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🔐 Logging In
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⚙️ Main Features and Functions
• 4.1 Creating a New Customer Sales Link -
🛠️ Troubleshooting Common Issues
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❓ Frequently Asked Questions
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💬 Support Information
🔹 1. Introduction
The Customer Sales Link module allows users to associate customers with salespersons and agencies, ensuring clear ownership, performance tracking, and responsibility allocation within the sales process. This mapping enhances accountability and visibility for customer engagement.
🖥️ 2. System Requirements
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Supported Browsers:
• Google Chrome version 90 and above
• Mozilla Firefox version 85 and above -
Permitted User Roles:
• Administrator
• Sales Representative
🔐 3. Logging In
To access the Customer Sales Link module:
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Navigate to the application login page using your browser.
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Enter your user credentials (username and password).
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From the main dashboard, click on the Customer Sales Link module to begin.
⚙️ 4. Main Features and Functions
🔗 4.1 Creating a New Customer Sales Link
To create a sales relationship between a customer and their assigned salesperson:
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Click on the “Create New” button from the top-right menu.
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From the Agency dropdown, select the corresponding agency responsible for the customer.
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In the Customer dropdown, select the desired customer to be linked.
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Choose the appropriate Salesperson from the list provided.
Set the Validity Period:
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From Date – When the assignment starts
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To Date – When the assignment ends
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Once all fields are filled, click Submit to finalize the link.
⚠️ Important: All dropdowns must be selected correctly and the date range should be valid before submission. Duplicate or overlapping entries are not allowed.
🛠️ 5. Troubleshooting Common Issues
| Issue | Solution |
|---|---|
| Unable to Submit | Ensure all required fields are selected and both dates are properly filled. |
| Duplicate Sales Link Entry | Check if the customer is already linked for the same date range. |
| Salesperson Not Appearing in Dropdown | Confirm that the salesperson is configured under the selected agency. |
❓ 6. Frequently Asked Questions
Can multiple salespersons be assigned to one customer?
Yes, but each salesperson must be assigned a separate, non-overlapping date range for the same customer.
Is it possible to edit an existing Customer Sales Link?
Yes, use the Edit icon next to any entry to update the agency, customer, salesperson, or validity period.
What happens when the “To Date” expires?
The link becomes inactive automatically after the expiry date unless manually extended or renewed.
💬 7. Support Information
For assistance with technical issues or functionality queries, please reach out to the IT Support team:
📧 helpdesk@aggrandizeventure.zohodesk.in
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