Hi All,
How are people managing for CRM reporting customers managed by a distributor. For example we have distributors who do our fulfilment but I would still like our sales team to visit these clients and do staff training, check they have correct POS etc etc. Then this can be logged in Breww.
At the moment all I can think to do is create them as customers but they never actually have any sales allocated to them?
Cheers
Tim
Hi Tim, Thanks for your comment. It sounds like the Customers who purchase via local wholesalers feature request is similar to what you need here? If you agree, it would be great if you could add your vote to this! For now, you could create a ‘Lead status’ for the distributor. You could then create these customers, managed by the distributor, as leads under this lead status. This will mean they are separate from your customers, but you can record CRM activity. Cheers!
Hey Ben,
I have voted for that!
And I also never knew the ‘Lead Status’ box existed, I didn’t realise we could create our own Leads categories. Always learning something new on Breww! That could be just the ticket for now. Cheers