Bare Bones Sales Rep Portal

started a topic about 4 years ago

I would love to see a more bare bones site preferably one that is extremely catered towards a tablet, or mobile site for my reps to easily create a new customer, have that information synced to woocommerce and zero and allow them to quickly place either a new quote or a new order right from that screen and even take payment. I have found the screen to be over baring in dear for some of our reps even when I only give them access to the sales tab, seeing all the tabs gets frustrating when you click on something and it says you don't have access to that area. In all I really wish DEAR was a little more mobile friendly in general.

2 people like this idea
  • Hi Andrew

    Thanks for your suggestion. Could you try our B2B and POS modules and let us know why both wouldn't fit your sales rep needs. 

Login or Signup to post a comment

2 people like this idea
Log in or Sign up to post a comment