B2B Sales Rep & Sales Region Setup

Daasity will by default extract B2B company and data that exists in your Shopify store.

We also have additional tools to help you segment your B2B performance by sales rep and region. But to use these, you must set up some custom fields in Shopify.

Set up the Sales Rep field

Here's how you would set up the custom company sales rep field:

You can set up the Sales Rep field under either Companies or Company Locations — you should choose whichever makes sense for your business. If you assign sales reps to entire companies, choose Companies. If you assign a sales reps to individual company locations, choose Company Locations.

1. In your Shopify admin, navigate to Settings in the lower right-hand corner of your screen.

2. Click into the Custom Data tab on the left.

3. In the Metafield definitions section, click on Companies or Company Locations — You should choose based on whether your organization assigns sales reps to a specific company or a specific company location.

4. Click Add Definition.

5. In the Name field, enter Sales Rep.

6. Click the Select Type button and choose Single Line Text.

7. If you want to create a preset list of choices (we recommend choosing this so that there aren't inconsistencies), check the Limit to preset choices option under the Validations section. Then enter the names of the sales reps currently active in your organization.

8. Under the Options section, click the Filter in company index toggle so that you'll be able to filter companies by sales rep in your Shopify admin.

9. Click Save.

Set up the Sales Region field

Here's how you would set up the custom company location sales region field:

You can set up the Sales Region field under either Companies or Company Locations — you should choose whichever makes sense for your business. If you assign sales regions to entire companies, choose Companies. If you assign a sales regions to individual company locations, choose Company Locations.

1. In your Shopify admin, navigate to Settings in the lower right-hand corner of your screen.

2. Click into the Custom Data tab on the left.

3. In the Metafield definitions section, click on Companies or Company Locations — You should choose based on whether your organization assigns sales regions to a specific company or a specific company location.

4. Click Add Definition.

5. In the Name field, enter Sales Region.

6. Click the Select Type button and choose Single Line Text.

7. If you want to create a preset list of choices (we recommend choosing this so that there aren't inconsistencies), check the Limit to preset choices option under the Validations section. Then enter the names of the sales regions used by your organization to classify B2B customers.

8. Under the Options section, click the Filter in company index toggle so that you'll be able to filter companies by sales rep in your Shopify admin.

9. Click Save.