Manage Sales Team

Your sales team may consist of sales representatives and account managers.

Set up a salesperson for every individual looking after a clients’ account or to whom the commission is payable. Creating a salesperson does not automatically give the salesperson access to the system. You can do so by creating a user account on “Manage Users”.

SalesPerson Attributes:

Name: Enter the full name of the sales person.

Surname: Enter the last name of the sales person.

Employee Number: This number should match the sales person’s employee number as set up in your accounting / payroll system.

Email Address: Enter a valid email address for the salesperson.