The first thing to do is to ensure that your sales team is set up in Bridge. If they are not, please reach out to us using the chat bubble below or by emailing Support so we can assist with that. Once your sales team is set up and active in Bridge you can begin to assign them to their respective stores by following the steps below.
1. Log in and open Headset Bridge
2. From the Overview dashboard, scroll down and select MANAGE ACCOUNTS in the sidebar menu.
3. From the ACTIVE list find the account you wish to assign an Account Rep to.
4. Click the drop-down list for that account and select the appropriate Account Rep. That’s it! The rep has now been assigned to the account.
Bridge: Account Rep Report
Bridge: Triage Report
For additional resources and help articles please visit the Headset Help Center.