Customer Creation, Product Visibility, and Hierarchy Management

Modified on Fri, 29 Mar 2024 at 05:07 PM

Q1: No route exists while creating a new Customer. 

A: There might be no route created for you. Please contact your reporting manager or company admin for assistance.


Q2: Unable to see all products? 

A: This could be because the price is not available for that/those products at XYZ partner. Please contact your company admin for further clarification.


Q3: My Customer's name spelling is wrong; please correct them? 

A: Admin and Managers can address this issue. Log in to the BeatRoute portal—>Customers—>All customers—>Search or download—>Correct names one by one or correct in Excel and re-upload. Please contact the BeatRoute support team for any queries. If you are a frontline resource, please contact your reporting person; they will rename it for you.


Q4: Need to make some changes in team hierarchy? 

A: Company admins can make changes related to team hierarchy. If you are not a company admin, please contact your admin or BeatRoute Customer Success for assistance.

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article