In-person selling – B2B store setup 

Give your sales team tailored access to your B2B Store with the Salesperson role - designed to give them visibility over their assigned customers while keeping you in control of their permissions. 

In this tutorial, we’ll show you how to quickly set up and invite salespeople to the portal, so they can view and manage only their customers. Whether they’re in the office or out in the field, your team can easily log in from their phone, browse the product catalogue, and place orders on the go - making it faster and easier to support your customers wherever they are.