Add Agents And Assign Products

Created by srinivas varma, Modified on Tue, 17 Jan, 2023 at 4:26 PM by srinivas varma

Follow the below mentioned steps to add sales agents and assign products to them.


  • A sales agent is an employee of your company who is responsible for handling specific product lines and enquiries for the same.
  • To create a sales agent navigate to the “AGENTS” tab in the menu bar.
  • Click on the Add new agents button on the top right of the AGENTS page. This should open a pop up page to add agent details.
  • Please add all details of the agent and verify their email and mobile Phone using the otp sent to them.
  • Enter all details and hit the submit button.
  • Once created the agent/s can now log into ProcEzy using their credentials.


  • For the agents to start using their role they need to first be assigned products.
  • Click on the “assign products to agent” icon (blue circle) in the row with agent details.
  • You can assign any product to agent that is already present in your Catalogue. Please note that you cannot assign same product to multiple agents.
  • Once the agent is assigned the product, they will be notified and will start receiving any enquiries or orders related to those products. This can be monitored by the Admin.
  • Agents will also be able to edit the price/qty and lead time of the product. Once they make any changes a notification will be sent to the Admin. Please monitor the same. 

Agents will only receive enquiries and orders for products that have been assigned to them. They will also be able to reply to chats related to these products. Admin can monitor all of this from their logins.

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