# Using as a Sales Representative

When using the Brand Portal as a Sales Representative, you have access to various extra features in the Brand Portal.

### Change Customers

When first [**Getting Started**](/user/brand-portal/getting-started.md)**,** once a **Collection** is selected, choose a **Customer** for your session. 

<figure><img src="/files/G4shuLel2AsCWloqqEfW" alt=""><figcaption><p>Browse through Customers or "Continue as myself" for a personal session.</p></figcaption></figure>

{% hint style="info" %}
At any time during your session, you can change Customer. To do so, open the <i class="fa-bars">:bars:</i> Menu and choose **Switch Customer.**
{% endhint %}

Once a **Customer** is selected, you are redirected to the [**Categories**](/user/brand-portal/categories.md) page.

### Proposals

**Proposals** are Orders that are not yet finalized but need to be shared first while still in Draft.&#x20;

View all the existing proposals in the **Proposals** tab within the [**Order Management**](/user/brand-portal/order-management.md) section.

<figure><img src="/files/53jnNiE9mf1tnWicKQj2" alt=""><figcaption></figcaption></figure>

{% hint style="success" %}
Proposals cannot be edited. To do so, import as an **Active Order.**
{% endhint %}

When opening proposals, the following actions are available:

* **Download** the Proposal in various formats.
* **Duplicate** the Proposal
* **Import** the Proposal as an [**Active Order**](#active-order).

{% hint style="info" %}
Use the <i class="fa-magnifying-glass">:magnifying-glass:</i> Search Bar to search through your Proposals.
{% endhint %}

#### Filtering & Sorting

Use the <i class="fa-filter-list">:filter-list:</i> **Filter** button to see available filters to display **Draft Orders**.

Use the <i class="fa-bars-sort">:bars-sort:</i> **Sort** button to sort the selected **Proposals,** various sorting selections are available.&#x20;

### Placed Orders

The **Placed Orders** tabs shows all Orders placed in the Colect system for your selected Customer.

<figure><img src="/files/GMN6MN9z3VnMfn77rSCC" alt=""><figcaption></figcaption></figure>

This section allows you to see Orders and their updates from brands. When opening an order the following actions are available:

* **Download** the Order in various formats.
* **Duplicate** the Order.
* **Import as an Active Order** for updates.

{% hint style="info" %}
Historical Orders will also be displayed here, using the status **Historical**.
{% endhint %}

{% hint style="info" %}
Use the <i class="fa-magnifying-glass">:magnifying-glass:</i> Search Bar to look through your **Placed Orders.**
{% endhint %}

#### Filtering & Sorting

Use the <i class="fa-filter-list">:filter-list:</i> **Filter** button to see available filters to display **Draft Orders**.

Use the <i class="fa-bars-sort">:bars-sort:</i> **Sort** button to sort the selected **Placed Orders,** various sorting selections are available.&#x20;


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