Under Customers per District, you can see all customers linked to a district.
If you click on a name in the left column, you will see all customers that the salesperson is connected to.
If the salesperson is the Main Salesperson for a customer, there will be a checkmark under Main Salesperson and also under Included.
If the salesperson is an Additional Salesperson for the customer, there will be a checkmark under Included.
You can link the salesperson to customers by clicking the plus sign.
Check the customers you want to link to the salesperson and click apply.
If the salesperson should be the Main Salesperson, check Main Salesperson and Included.
If the salesperson should be an Additional Salesperson, check Included.
If you want to remove a salesperson from a customer, uncheck the salesperson connection.
Click save.
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