What do I need to do to ensure notifications are received by all of my team?

In this article we will show you how to ensure that all users within your team are receiving notifications from your customers

Set Up

The first thing you need to do is ensure that your teammates have accounts in Loupe, and that they have been added to the appropriate sales and merchandising teams. You can do this by going to Teams under Settings in the left navigation.

Assigning Team Members to Customers

Once you have ensured your teams are properly set up, now you can assign them to the appropriate retailer partners. Simply go to the Customers page under Settings in the left navigation, and scroll down to Customer Company Pricing. Here you can select the down arrow at the right of a row to open up and see the listed sales people. 

Click Select Team to assign the team mate to a buyer from the customer. If already assigned, then click the pencil icon to edit the assignment.


 

 

 

 

Note: If you find that a sales team member's name is red, then you just need to add them to your Regional Pricing up higher on the page. Once done you will see that their name is turned to black.