Jeff Gallagher
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Articles
Recent activity by Jeff Gallagher-
Managing Callouts
Callouts can be considered Featured Items, and are groups of items you can create to draw attention to on your B2B Website. This feature can be utilized by navigating to Callouts under the Mainte...
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Editing a Customer
Editing existing customers within MarketTime is a vital part of keeping your data up-to-date. What you'll learn How to edit your customers How to update Customer Assignments for a customer How t...
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Adding a new Manufacturer in MarketTime
When your company begins representing a new Manufacturer, you may add them within MarketTime and assign them to the Salespeople who will be selling their products. Looking for what to send to a ...
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Merging Customers and Transferring Customer Order History
Occasionally, you will find the need to merge two customers together due to duplicates that exist, out-of-business customers, or anything in between. MarketTime offers the ability to do this in the...
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Managing Unassigned Customers
For customers that may not have a current Salesperson assignment, the Unassigned Customers screen will assist in getting them assigned. What you'll learn How to assign unassigned customers to Sa...
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Managing Manufacturer Item Categories (Collections)
You have the ability to import items with custom categories, allowing Salespeople and Buyers to further filter items they may be searching for Our latest Item Import Template may be found HERE Im...
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Logging In, Syncing, and Downloading Images for the MarketTime B2B Mobile App
Once you've opened the app, you will be presented with a login screen. The login you use within the MarketTime B2B App will be the same as the login you created for MarketTime. If you do not re...
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Category Groups
If using the Categories feature to categorize the items your customers will see on your B2B e-commerce website, you have the ability to group your Categories as well. What you'll learn How to cr...
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Managing Customer Assignments
MarketTime offers the ability to manage the Salesperson assignments for each customer as needed What you'll learn How to assign/unassign customers to and from different Salespeople How to locate ...
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Check Log
Entering in Checks is usually the first step in the Invoice/Commissioning process in MarketTime. The Check Log allows you to manage these checks. What you'll learn How to enter a Check into Mark...