CMS: Users / Teams

How to Use the Pending Customers Feature
When Sales Reps enter new customers manually in their iPads, it creates a local customer that can only be seen and selected by the rep who created it. T...
Mon, Feb 7, 2022 at 3:04 PM
How to Upload a Customer Table to AMP
This video and article cover how to add your customers into the AMP program for your sales team to be able to select and begin writing orders. We also cove...
Mon, Feb 7, 2022 at 3:03 PM
How to Enable Multiple Shipping Addresses for Buyers in the Customer Table
If you have a buyer with multiple shipping locations, you can easily create a drop-down menu for your rep or buyer to choose from in Shop and Sell. 1. Go ...
Mon, Feb 7, 2022 at 2:53 PM
How To Approve New AMP Shop Requests and Adjust Settings
Active AMP dealers have the ability to immediately apply for buyers access to shop your catalog. These requests will be stored under your Users / Locat...
Wed, Mar 30, 2022 at 1:24 PM
How to Add a New Customer and Invite Buyers
This video and article cover how to add a new customer to an existing customer table, and invite buyers. To add buyers you must have access to AMP...
Tue, Mar 15, 2022 at 1:05 PM
How to Grant AMP Access to Reps
To turn on rep access Navigate to the company tab from the AMP CMS Click Change profile from the home screen 3. Toggle on Allow Rep Access and click ...
Thu, Feb 3, 2022 at 11:38 AM
How to Add, Invite, and Manage CSRs as an Admin
Invite your CSRs/Territory Managers to work in AMP and allow them to easily manage orders, sales reps, and customers. AMP has added a new user type to ...
Thu, Feb 3, 2022 at 11:36 AM
How to Upload Reps to Your Rep Table
Sales Reps can be uploaded to the AMP rep table to assign them customers and to grant them access to AMP. If you already have a rep table uploaded to AMP, ...
Thu, Feb 3, 2022 at 11:35 AM
How to Assign Reps to Customers Using Rep Codes
Assign reps to their specific territory/customer(s) using rep codes. Reps will often sell to a certain set of customers, sometimes dictated by the territo...
Wed, Feb 2, 2022 at 2:37 PM
How to Add Admin Users
Additional admin users of your AMP account can be added to AMP from the AMP CMS. There is no limit to the number of admin users you can add to AMP. To add ...
Tue, Feb 1, 2022 at 2:20 PM