Customer Creation, Product Visibility, and Hierarchy Management

Modified on Fri, 29 Mar at 5:07 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.

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