The caveat with this option is that because Sales Reps can only see accounts they have been assigned too the Account could exist in Vinosmith but its just not visible to the Sales Rep. The Sales Rep then proceeds to create a brand new Account which is a duplicate of the existing Account.

So enabling this feature can possibly lead to duplicates.

Vinosmith has a solution to this problem: the Sales Rep should always do an Account search prior to creating a new Account.

Searches are performed across the complete set of Accounts, even those not explicitly assigned to that Rep. Thus, the Rep can see there is a certain Account in the system and they can request access to that Account by contacting their Admin.

Please note that the user can see the Account is in the system in the search results but they wont be able to access the Account by clicking on the result.

With all this in mind, here is how you can allow your Sales Reps to create Accounts:

  1. Go to your management screen and click on Edit
  2. Scroll down to the Account Management section and check the box for Allow Sales Reps to create Accounts?
  3. Optionally enter one or more email addresses to receive notifications of new accounts created.
  4. Scroll down and click on the button to save your changes.