---
title: 'Sales Management'
url: 'https://guides.netstorming.net/en/sales-management'
markdown: 'https://guides.netstorming.net/en/sales-management.md'
date: '2026-08-21'
description: 'Sales Management This page explains how to assign the "Sales" role to a Tour Operator user and how to assign that Sales to a customer. This allows users with the “Sales” role to access a series of sections containing data related to their portfolio. First, it is necessary to enable the relevant sec…'
taxonomy:
  category:
    - docs
---

# Sales Management

[](#)   Sales Management    

## Sales Management

This page explains how to assign the "Sales" role to a Tour Operator user and how to assign that Sales to a customer. This allows users with the “Sales” role to access a series of sections containing data related to their portfolio.

First, it is necessary to enable the relevant sections. To do so, log in with a manager account and navigate to **User Management > Company's data**; in the **Sitemodules** tab, go to the **Sales** section and set both the **Sales** and **Sales Management** fields to **Yes**.

![](https://guides.netstorming.net/en/user/pages/19.sales-management/Screenshot%202026-08-19%20144655.png)

- To create a Sales User, go to **Admin > Clients > New Sales**![](https://guides.netstorming.net/en/user/pages/19.sales-management/Screenshot%202026-08-21%20111554.png)defining:

    - **Name**
    - **Email**
    - **Telephone**: optional field
    - **Rights**: choice between **Admin** (can view and edit the data of the Sales users belonging to the Tour Operator) or **User** (can only view and manage their own data)

    In the **Sales** section of the menu, it is possible to view the list of Sales that have already been added and, if necessary, edit their details.
- To associate the Sales with the user you are authenticated as, go to **User Management > User's Data**, click on **Edit Data** button, **Commercial** field where you can select the name of the desired Sales:

![](https://guides.netstorming.net/en/user/pages/19.sales-management/Screenshot%202026-08-19%20145241.png)The same operation can also be performed for other users by going to **User Management > Users** and selecting the desired user from the list.

- To assign a Sales to a customer, go to **Admin > Clients**, search for the relevant customer, and click **Edit Data**. In the **Commercial** field, you can select the name of the Sales previously created. ![](https://guides.netstorming.net/en/user/pages/19.sales-management/demo-your-B2B-travel-marketplace-08-21-2026_11_40_AM.png)
- To search for customers and assign a sales representative to multiple customers at once, go to **Admin > Clients > Massive assignment customers sales** (Section visible only to users with an assigned sales and "admin" rights)

![](https://guides.netstorming.net/en/user/pages/19.sales-management/demo-your-B2B-travel-marketplace-08-20-2026_05_18_PM.png)

Here, you can optionally filter customers to find the ones you are looking for and, once selected, assign a Sales to one or more clients by selecting the sales from the drop-down menu and clicking **Update**.

 [ ](https://guides.netstorming.net/en/system-monitor/security-logs)

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