How can I allocate specific customer accounts to sales agents in a B2B system?

Technical Q&A

Topic summary

Seeking a way to assign specific customer accounts to individual sales agents in a wholesale B2B (business-to-business) website.

  • Context: Products in warehouse; field sales agents sell; new customers create online accounts and place orders; agents verify orders and financial reports for their customers.
  • Need: A plugin/app or method to map customers to agent accounts.
  • Desired features: An agent portal/platform to view assigned customers’ orders and financial status, and facilitate verification.
  • Platform details: Not specified (solution-agnostic request).
  • Status: Initial inquiry; no solutions or decisions yet. Discussion remains open.
Summarized with AI on February 10. AI used: gpt-5.
1

Hi!

I have a website developed for wholesale of products.

The whole system works in the following way -》

Products are in the warehouse → sales agents are going on the field to sell → new customers create accounts and make orders online → sales agents have to verify the orders and the financial reports for their customers

My question is: if there is any plugin/app or way to allocate specific customer accounts to our sales agents accounts and then for them to have a portal/platform where they can see their customers orders and financial status

I hope i have been clear with my request . Thank you!