Sales reps let you assign a staff member to a customer, log the conversations that happen outside the cart (visits, calls, texts, voicemails), and report on who's been talking to whom.
In the POS mode, open Customers in the left sidebar, click a customer, then open the Relationship tab — that's where the rep and the interaction log live.
From the customer's Relationship tab, the Sales representative section shows who the customer is currently assigned to (or None if nobody). Click edit to change it.
The Edit sales representative modal has a single Sales representative dropdown listing every active Staff member in the company — pick the rep, click Save, and a green Representative saved toast flashes at the bottom. Pick None to unassign.
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A customer has one rep at a time. If you work in pairs, pick whoever owns the account — the other person can still log interactions against the customer and their name will show up on each entry.
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Below Sales representative is a New interaction textarea. Type what happened — a visit, a phone call, a text exchange, a voicemail left, a quote handed off — and click Save.
Each saved interaction is stamped with the date and time it was created and the staff member who wrote it. That's the person who gets attributed in reporting, which isn't always the account's assigned rep — if a rep is out and a coworker handles a call, the coworker's name is on the entry.
Interactions show up on the customer's detail page under Relationship, newest on top. You can edit or delete an existing entry from the same surface.
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Keep interaction notes short and specific — "Left VM re: exterior quote, following up Thu" beats "talked to them." The notes feed the Interactions report (Step 3) and a useful line today becomes a useful row in next month's pipeline review.
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To see who's been talking to customers across the whole company — and when — open the Interactions report.
In the POS mode, open Reports in the left sidebar, then click Interactions in the Default reports list.
