Managing Salespersons

To create a sales rep:

1. On the side panel go to General Setup
2. Go to Marketing
3. Select Create and Edit Sales People
4. Click on New Entry
5. Fill the required fields
6. Make sure the toggle Is Active is on.
7. Click Save.

To edit a sales rep:

1. On the side panel go to General Setup
2. Go to Marketing
3. Select Create and Edit Sales People
4. Open the Sales Person Entry Window by clicking on the pencil icon or by double-clicking on the Sales Person row.
5. Make desired changes.
6. Click Save.

To deactivate a sales rep:

1. On the side panel go to General Setup
2. Go to Marketing
3. Select Create and Edit Sales People
4. Open the Sales Person Entry Window by clicking on the pencil icon or by double-clicking on the Sales Person row.
5. Turn off the Is Active toggle to deactivate the sales rep.
6. Click Save.