OverviewBack to top
Want to optimize not only the experience and efficiency of your sales team but also improve the service experience of customers through your Magento webstore? Look no further. Sales Rep offers linking between admin and customer, as well as admin and specific orders and quotations; ensuring your customers receive the service they deserve.
With SalesRep each Magento admin is seen as a Sales Representative and can be assigned roles within your customer management flow. A Sales Representative, when assigned to the customer "George" will then be informed of any sales related update relating to George. Your customer can then be managed efficiently and to his satisfactory standard.
Sales Rep is a complete, self-standing module and works very well on its own within Magento. However, if you wish to make the most out of Sales Rep you are offered the potential to expand functionality by adding the Cart2Quote Quotation module to your Magento environment. Sales Rep was developed with Cart2Quote in mind, and thus works excellently hand in hand with this parent module, unlocking Sales Rep features such as: Set Sales Representative as Sender of quotation related emails, quote request email, quote proposal email, quote reminder email, and many more.
- Link Customer Account to Salesperson
- Assign Salesperson to Orders
- Assign Salesperson to Customer
- Assign Salesperson to Support Tickets (requires supportdesk)
- Assign Salesperson to Quote Requests (requires Cart2Quote)
- Notify Salesperson of all assigned operations
Sales Rep for Magento 2 requires a secure HTTP (HTTPS) connection. Make sure you have a valid certificate for your domain and you have enabled HTTPS for your Magento backend.
Cart2Quote is not required for the Sales Representatives module integration to work.
Technical SpecificationsBack to top
Magento platform compatibility
Open Source (CE): 2.3
Commerce on prem (EE): 2.2, 2.3
Commerce on Cloud (ECE): 2.2, 2.3
27 March, 2020
Extensions, Site Optimization, Site Monitoring, Performance
Chrome, Firefox, Opera, Safari, Edge, IE
Quality ReportBack to top
All tests were conducted on the latest versions of Magento that existed for the compatible release lines at the moment of the extension submission. Latest versions of all other software were used, as applicable.
Release NotesBack to top
- Compatible with Open Source (CE) : 2.3
- Compatible with Commerce on prem (EE) : 2.2 2.3
- Compatible with Commerce on Cloud (ECE) : 2.2 2.3
- Stability: Stable Build
Added: Magento 2.3.4 support
Fixed: Email CC issue on queued emails
Fixed: Email From header not set on Magento 2.3.0
Fixed: Email Missing $to field in Magento 2.3.4
Added: Support for canceled, edited and new quote emails
SupportBack to top
The best place to start if you need help with a specific extension is to contact the developer. All Magento developers have both a contact email and a support email listed.Contact Vendor