What is a sales representative account?

A sales representative account is a user account that allows a sales representative to access and manage information and activities related to assigned B2B customers or sales opportunities. It helps sales teams support business buyers, manage orders, and coordinate customer relationships through a centralized system.

Depending on the platform, a sales representative account may allow the representative to:

• View assigned customer accounts and company information.
• Manage leads and sales opportunities.
• Create or assist with orders and quotations.
• View customer-specific catalogs and pricing.
• Track order and fulfillment status.
• Communicate with customers and record interactions.
• Manage follow-ups and sales activities.
• Access relevant reports or sales performance data.

Example: A sales representative responsible for a wholesale retailer can access the retailer’s account, view its negotiated prices, prepare a quotation for 1,000 units, and help submit the resulting order.

Permissions should be configured according to the representative’s role so they can access the information and actions they need without receiving unnecessary administrative or sensitive access.