Autocount Module :
Filter by Salesman

See customer informations based on sales agents, work more efficiently

Introduction of Filter By Salesman Module :

AutoCount Filter By Salesman module help businesses to improve the data security and make it work easier by controlling who can see customer informations based on sales agents. When you turn on this module and set up user settings, you can make sure that each sales agent can only look at and handle the customer data they’re responsible for. This way, you can keep the data private, lower of the chances for no permission user to access, and work more efficiently. Let’s find out, how the Filter By Salesman module can make AutoCount even better for your business.

How to Use ?

Tutorial Video

Let's explore the key benefits of the Filter By Salesman Module

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Data Security

The Filter By Salesman module make data more secure for businesses. It lets companies decide who can see customer information. Sales agents can only work with the customers they're supposed to, which means there's less chance of anyone getting into the data who shouldn't, and it keeps the data secret.

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Streamlined Workflows

When businesses limit who can see customer information to just the sales agents who need it, things run smoother and work better. Sales agents also can focus on their own customers without getting mixed up in stuff that doesn't matter to them. This help them to take care of customers better.

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Enhanced Accounting Skills

This module, businesses can give each sales agent their own set of customers to look after. They can only see and deal with the transactions of those customers. It make this things clear and helps each agent to take ownership of their customer relationships.

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Taking SMEs to the Next Level of Business Excellence

With over 50 modules and 100 plugins to choose from, AutoCount System offers a wide range of options for small and medium-sized enterprises (SMEs). It helps businesses boost their growth and make sure that you can’t go wrong with its diverse selection. Choose AutoCount to take your business to new heights with its tailored solutions for accounting, inventory management, sales, and more. Trust in AutoCount’s extensive offerings to meet your specific business needs effectively.

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How Filter By Salesman Module Works:

User Access Configuration:

The Filter By Salesman module works together with AutoCount’s User Maintenance feature. This means that administrators can match sales agents with specific users and set up their access rights correctly. This makes sure that each sales agent only can see their own customers’ information.

Sales Agent Maintenance:

The module has a Sales Agent Maintenance feature. This helps administrators to handle how many sales agents and users are connected. Sales agents can be linked to more than one user, and it’s simple to keep track of this link.

Sales Agent Maintenance:

The module has a Sales Agent Maintenance feature. This helps administrators to handle how many sales agents and users are connected. Sales agents can be linked to more than one user, and it’s simple to keep track of this link.

Grant Access Control:

Administrators have very detailed control over who can access what. They can say which sales agent’s customers a user can look at and work with. By setting up access rules for each customer then the businesses can have really specific control.

Further Access Controls:

Administrators can make access control stronger by turning on the “Apply Filter by Agent in Lookup Editor” option in the Application Settings. This make sure that sale agents only can see and work with customers linked to their own sales agent code, give better control over customer data.

Further Access Controls:

Administrators can make access control stronger by turning on the “Apply Filter by Agent in Lookup Editor” option in the Application Settings. This make sure that sale agents only can see and work with customers linked to their own sales agent code, give better control over customer data.

Ideal for Business:

The Filter By Salesman module works well for businesses with a lots of salespeople, especially when some sales agents help the same customer. It’s good for the customer because it encourage friendly competition among sales agents and stops problems with conflicts of interest. For the company, it keeps pricing info safe from other sales agents, avoid possible issues and data leaks. This module is very helpful for businesses that really care about keeping customer info safe and sound.

Conclusion

AutoCount Filter By Salesman module helps businesses to improve the data security and make work smoother by deciding who can see customer information based on sales agents. By matching sales agents with certain users and setting access rules, businesses can keep data private, make sure everyone is responsible, and manage who can see what in a better way. With this module, sales agents can focus on looking after their customers while keeping the data safe and secret. You can safeguard your crucial customer data and make your work easier by using the Filter By Salesman module in AutoCount.

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