CMS: Users / Teams

How to Use the Pending Customers Feature
When Sales Reps enter new customers manually on their iPads, these customers are created as local records, visible only to the rep who created them.   ...
Thu, Dec 19, 2024 at 8:41 AM
How to Upload a Customer Table to AMP
Uploading your customer data into AMP allows your sales team to assign customers to sales reps and grant them access to AMP Shop. This process als...
Thu, Dec 19, 2024 at 8:51 AM
How to Enable Multiple Shipping Addresses for Buyers in the Customer Table
If a buyer has multiple shipping locations, you can set up a drop-down menu that allows your reps or buyers to easily select their preferred shipping addre...
Thu, Dec 19, 2024 at 9:04 AM
How To Approve New AMP Shop Requests and Adjust Settings
How to Approve New AMP Shop Requests and Adjust Settings Active AMP dealers can submit requests to gain buyer access to shop your catalog. These requests...
Thu, Dec 19, 2024 at 11:05 AM
How to Add a New Customer and Invite Buyers
How to Add a New Customer and Invite Buyers in AMP This guide will walk you through the process of adding a new customer to your AMP customer table and in...
Thu, Dec 19, 2024 at 11:23 AM
How to Grant AMP Access to Reps
This guide will show you how to enable rep access in AMP and send invitations to new reps, allowing them to start using AMP for order management. Step ...
Thu, Dec 19, 2024 at 11:46 AM
How to Add, Invite, and Manage CSRs as an Admin
This guide will walk you through how to add, invite, and manage Customer Service Representatives (CSRs) and Territory Managers in AMP, giving them the abil...
Thu, Dec 19, 2024 at 12:04 PM
How to Upload Reps to Your Rep Table
Uploading your sales reps to AMP is an essential step for assigning them customers and granting them access to AMP. You can update an existing rep table or...
Thu, Dec 19, 2024 at 12:15 PM
How to Assign Reps to Customers Using Rep Codes
You can assign sales reps to specific customers based on territories or other criteria using Rep Codes. This feature helps ensure that reps only see the cu...
Thu, Dec 19, 2024 at 12:59 PM
How to Add Admin Users
How to Add Admin Users to AMP You can add additional admin users to your AMP account through the AMP CMS. There is no limit to the number of admins you ca...
Fri, Dec 20, 2024 at 6:33 AM