Linking a customer to the sales representative responsible for them is now available in Qoyod from the Sales Representative field on the Edit Customer page, with no custom field to build. For the steps, see how to assign a sales representative to a customer in Qoyod.
The custom field method below still works and complements the native field, so use it when you want to record other follow-up data about representatives or export it alongside your customer data. The rest of this article explains how to add an additional field for customers and link them to representatives.
Steps
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Go to Settings.
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Select Additional Fields.
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Select the service type “Customers“
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Click on ( + ) to add a new field
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Name the field, for example “Representative” and select text as the field type.
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Save the changes.
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When adding or editing a customer, you will find the additional field on the customer page.
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You can use the field to filter customers by representatives and export it when needed. To filter by the native field instead, use the sales representative filter on the customers page.
Note:
You cannot hide a specific group of customers from users, but you can display only the customers that matter to you by using the Filter option located at the top of the customer list, so each user can set their preferred view.
