---
title: Assign a Salesperson to a Customer Account
description: If a Customer Account was won by a Salesperson on your team, that person’s name should be assigned to the respective customer.  This will flow onto reports to assist with understanding the size of the
---

[Skip to content](https://knowledgebase.curbwaste.com/how-to-assign-a-salesperson-to-a-customer-account#main-content)

English

Show submenu for translations

![FullColor_Horizontal_Lockup.png\]](https://knowledgebase.curbwaste.com/hs-fs/hubfs/FullColor_Horizontal_Lockup.png?height=40&name=FullColor_Horizontal_Lockup.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- Go to curbwaste.com

 Go to curbwaste.com

 Access our new Knowledge Base here: https://intercom.help/curbwaste/en

- There are no suggestions because the search field is empty.

1. [CurbWaste Knowledge Base](https://knowledgebase.curbwaste.com/?hsLang=en)
2. [Customers](https://knowledgebase.curbwaste.com/customers?hsLang=en)

# Assign a Salesperson to a Customer Account

If a Customer Account was won by a Salesperson on your team, that person’s name should be assigned to the respective customer.  This will flow onto reports to assist with understanding the size of the customers they are bringing in, in terms of volume and sales, as well as assist with calculating commission payments.  To add a Salesperson to an account, please follow these steps: 

*New Customer*

- Visit the Customer Page
- Click the “Add New Customer” button
- Type name of Salesperson into “Salesperson” field 
- *Please note: if the salesperson is already on another account, their name will pre-populate as you type it in*
- Enter all other required information into Customer form
- Click the “Add Customer” button

*Existing Customer*

- Visit the Customer Page
- Click into a specific Customer Account 
- Click the Edit Pencil icon
- Type name of Salesperson into “Salesperson” field 
- *Please note: if the salesperson is already on another account, their name will pre-populate as you type it in*
- Click the “Update” button
  
  ![](https://knowledgebase.curbwaste.com/hs-fs/hubfs/image-png-Jan-27-2025-10-58-06-1640-PM.png?width=688&height=314&name=image-png-Jan-27-2025-10-58-06-1640-PM.png)

*Last Updated At: 1/27/2025*

- [General](https://knowledgebase.curbwaste.com/general?hsLang=en#main-content)
  
  
  
  
  
    - [Feature Release Communications](https://knowledgebase.curbwaste.com/general?hsLang=en#feature-release-communications)
    - [CurbWaste Terminology](https://knowledgebase.curbwaste.com/general?hsLang=en#curbwaste-terminology)
- [Frequently Asked Questions (FAQ)](https://knowledgebase.curbwaste.com/frequently-asked-questions-faq?hsLang=en)
- [Settings and Configuration](https://knowledgebase.curbwaste.com/settings-and-configuration?hsLang=en#main-content)
  
  
  
  
  
    - [Resources](https://knowledgebase.curbwaste.com/settings-and-configuration?hsLang=en#resources)
    - [General Settings](https://knowledgebase.curbwaste.com/settings-and-configuration?hsLang=en#general-settings)
    - [Pricing Configurations](https://knowledgebase.curbwaste.com/settings-and-configuration?hsLang=en#pricing-configurations)
    - [Integrations](https://knowledgebase.curbwaste.com/settings-and-configuration?hsLang=en#integrations)
- [Dashboard](https://knowledgebase.curbwaste.com/dashboard?hsLang=en)
- [Orders](https://knowledgebase.curbwaste.com/orders?hsLang=en#main-content)
  
  
  
  
  
    - [Driver Mobile App Workflows](https://knowledgebase.curbwaste.com/orders?hsLang=en#driver-mobile-app-workflows)
    - [Order Form Fields](https://knowledgebase.curbwaste.com/orders?hsLang=en#order-form-fields)
- [Customers](https://knowledgebase.curbwaste.com/customers?hsLang=en)
- [Billing](https://knowledgebase.curbwaste.com/billing?hsLang=en#main-content)
  
  
  
  
  
    - [Quickbooks](https://knowledgebase.curbwaste.com/billing?hsLang=en#quickbooks)
- [Reporting](https://knowledgebase.curbwaste.com/reporting?hsLang=en#main-content)
  
  
  
  
  
    - [Billing Reports](https://knowledgebase.curbwaste.com/reporting?hsLang=en#billing-reports)
    - [Service Reports](https://knowledgebase.curbwaste.com/reporting?hsLang=en#service-reports)
- [Inventory Management](https://knowledgebase.curbwaste.com/inventory-management?hsLang=en)
- [Locations](https://knowledgebase.curbwaste.com/locations?hsLang=en)
- [Routing](https://knowledgebase.curbwaste.com/routing?hsLang=en)
- [Dispatch](https://knowledgebase.curbwaste.com/dispatch?hsLang=en)
- [CurbPOS](https://knowledgebase.curbwaste.com/curbpos?hsLang=en#main-content)
  
  
  
  
  
    - [Billing](https://knowledgebase.curbwaste.com/curbpos?hsLang=en#billing)
    - [Drivers](https://knowledgebase.curbwaste.com/curbpos?hsLang=en#drivers)

# CurbWaste

curbwaste.com Help Center

Copyright © 2026, CurbWaste