How do I establish a primary sales rep on a customer’s account?
Log into BrokerWare and go to the customer’s account. Under Customer Tools go to Commissions.
Add staff members that will be receiving commissions for this customer’s account. Use the drop down to select the staff member and click Add.
Once added, you can see a column that states IsPrimary. Click Edit next to the staff you wish to change as the primary sales rep of the account. This is for staff to note who is the main person in charge of the said customer’s account.
You can only have 1 (one) Primary sales rep per customer account. If you add another rep and set the IsPrimary to True when another rep is already marked as the primary, the previous rep will then be removed and the new rep will become the primary.