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Cloud Commerce Pro
CCP - Assigning Agents To Customers
CCP - Assigning Agents To Customers

How to add agents to customers in Cloud Commerce Pro.

Dylan West avatar
Written by Dylan West
Updated over a week ago

This guide will walk you through the process of adding agents to your customers in Cloud Commerce Pro

1. Admin Centre

From the admin centre in Cloud Commerce Pro click "My Customers".

2. My Customers

Agents are added in much the same way as customers. From the customers screen click "Add Customers" to continue.

3. New Customer

Fill in the details of your chosen agent as appropriate. Only fields marked with an asterisk are required.

Agents, just like customers are specific to sales channels. Ensure you select the correct sales channel for your agent. For example, if your intended customer is on your website, you would also assign your agent to your website sales channel.

Under "Customer Type" set this to "Agent".

Click "Save" to finalize your choices and continue.

4. Customer List

Back on the customer screen you can now select or search for the customer you want to assign this agent to.

5. Customer Details

The customer details screen has multiple sections where you can edit small details about the customer. Click the "Edit" button as shown below.

6. Assigning Agents

Here you can assign the agent you created in the previous steps by navigating to the drop down next to "Company Agent". Click "Save" to confirm your selection.

8. Viewing Agents

Your assigned agent should now show with your customers details for future reference.

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