How do I map the sales rep field?

Introduction

Without rules, log into Connex. On the field mapping tab of our configure page, select a sales rep. You can also map the rep by store or tag.

How do I map by store?

Using the example below, choose store name as the field name. 

How do I map the rep by tag?

You can choose order or customer tag as the field name. Here is the rule:

rep.png

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