--- title: Salesperson description: To create or edit sales:  4.  On this window, you have the option to edit the current information or add a new salesperson.   --- [Skip to content](https://faq.elecate.com/faq/sa#main-content) English Show submenu for translations [Customer portal](https://elecate.com/tickets-view?hsLang=en) ![Elecate with Star](https://faq.elecate.com/hs-fs/hubfs/Elecate_pri.png?width=400&height=203&name=Elecate_pri.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://elecate.com/tickets-view) - Go to elecate.com Go to elecate.com Hi, How can we help you? - There are no suggestions because the search field is empty. 1. [Home](https://faq.elecate.com/faq?hsLang=en) 2. [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en) # Salesperson The Salesperson module is where you define and manage the sales representatives available throughout Elecate. Every salesperson record created here becomes a selectable option across the system — from customer assignments and event management to commission tracking, goal setting, and Sales & Marketing Reports. Keeping your Salesperson list accurate and up to date ensures that: - Customers and events are correctly attributed to the right representative - Commission calculations and Salesperson Goal reports reflect actual team structure - Sales & Marketing Reports can be filtered and segmented by salesperson - The CRM workflow (Last Action, Next Action, Call Back) is tied to the correct owner  Steps to access:  1. On the side panel go to ***General Setup*** 2. Select ***Marketing*** ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-04-59-11-3211-PM.png?width=400&height=238&name=undefined-Apr-14-2025-04-59-11-3211-PM.png) 3.  Click on ***Create and Edit Sales People*** ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-04-59-58-1308-PM.png?width=461&height=711&name=undefined-Apr-14-2025-04-59-58-1308-PM.png) 4\.   The Salesperson management window opens. From here you can edit existing records or add a new salesperson.  ![](https://faq.elecate.com/hs-fs/hubfs/undefined-Apr-14-2025-05-00-17-6265-PM.png?width=670&height=366&name=undefined-Apr-14-2025-05-00-17-6265-PM.png)  Field Definitions **Identity fields** | Field | Type | Description | | --- | --- | --- | | **ID** | Auto-generated | System identifier. Read-only. Assigned automatically on creation. | | **First Name** | Text | Salesperson's first name as it will appear throughout the system. | | **Last Name** | Text | Salesperson's last name. | | **Initials** | Text | Short identifier used in reports and dropdowns (e.g., "BLZR"). Should be unique per salesperson. | | **Email** | Text | Salesperson's contact email. May be used for system notifications depending on configuration. | | **Phone** | Text | Salesperson's direct phone number. | **Status & configuration** | Field | Type | Description | | --- | --- | --- | | **Is Active** | Toggle (ON/OFF) | Controls whether this salesperson appears in dropdowns across the system. Set to OFF when a rep leaves — do not delete. | **Commission fields** *(if applicable)* - [Sales & Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#main-content) - [Customer](https://faq.elecate.com/faq/sales-marketing?hsLang=en#customer) - [Event & Order Management](https://faq.elecate.com/faq/sales-marketing?hsLang=en#event-order-management) - [Reports](https://faq.elecate.com/faq/sales-marketing?hsLang=en#reports) - [Marketing](https://faq.elecate.com/faq/sales-marketing?hsLang=en#marketing) - [Sales](https://faq.elecate.com/faq/sales-marketing?hsLang=en#sales) - [Finance & Accounting](https://faq.elecate.com/faq/finance-accounting?hsLang=en#main-content) - [Accounting Tools](https://faq.elecate.com/faq/finance-accounting?hsLang=en#accounting-tools) - [Customer Financials](https://faq.elecate.com/faq/finance-accounting?hsLang=en#customer-financials) - [Financial Reports](https://faq.elecate.com/faq/finance-accounting?hsLang=en#financial-reports) - [Commissions & Goals](https://faq.elecate.com/faq/finance-accounting?hsLang=en#commissions-goals) - [Payroll Processing](https://faq.elecate.com/faq/finance-accounting?hsLang=en#payroll-processing) - [Production](https://faq.elecate.com/faq/production?hsLang=en#main-content) - [Kitchen Management](https://faq.elecate.com/faq/production?hsLang=en#kitchen-management) - [Dispatching & Shipping](https://faq.elecate.com/faq/production?hsLang=en#dispatching-shipping) - [Event Staffing](https://faq.elecate.com/faq/production?hsLang=en#event-staffing) - [Event Production](https://faq.elecate.com/faq/production?hsLang=en#event-production) - [Production Reporting](https://faq.elecate.com/faq/production?hsLang=en#production-reporting) - [Returns](https://faq.elecate.com/faq/production?hsLang=en#returns) - [Purchasing & Inventory](https://faq.elecate.com/faq/production?hsLang=en#purchasing-inventory) - [Reports](https://faq.elecate.com/faq/production?hsLang=en#reports) - [Data Items](https://faq.elecate.com/faq/data-items?hsLang=en#main-content) - [Food Management](https://faq.elecate.com/faq/data-items?hsLang=en#food-management) - [Beverage Management](https://faq.elecate.com/faq/data-items?hsLang=en#beverage-management) - [Equipment Management](https://faq.elecate.com/faq/data-items?hsLang=en#equipment-management) - [Miscellaneous Items](https://faq.elecate.com/faq/data-items?hsLang=en#miscellaneous-items) - [HR Management](https://faq.elecate.com/faq/data-items?hsLang=en#hr-management) - [Vendor Management](https://faq.elecate.com/faq/data-items?hsLang=en#vendor-management) - [Venue Management](https://faq.elecate.com/faq/data-items?hsLang=en#venue-management) - [Reports](https://faq.elecate.com/faq/data-items?hsLang=en#reports) - [Database Tools](https://faq.elecate.com/faq/data-items?hsLang=en#database-tools) - [General Setup](https://faq.elecate.com/faq/general-setup?hsLang=en#main-content) - [Marketing](https://faq.elecate.com/faq/general-setup?hsLang=en#marketing) - [Software Updates Timeline](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#main-content) - [New Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#new-development) - [Online Portal](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#online-portal) - [Mobile Apps](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#mobile-apps) - [Legacy Development](https://faq.elecate.com/faq/software-updates-timeline?hsLang=en#legacy-development) - [Elecate User Guide](https://faq.elecate.com/faq/elecate-user-guide?hsLang=en) - [Elecate Mobile App](https://faq.elecate.com/faq/elecate-mobile-app?hsLang=en) - [Elecate Shopping Cart](https://faq.elecate.com/faq/elecate-shopping-cart?hsLang=en) - [Elecate Academy](https://faq.elecate.com/faq/elecate-academy?hsLang=en#main-content) - [User Guide](https://faq.elecate.com/faq/elecate-academy?hsLang=en#user-guide) - [Upcoming Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#main-content) - [Upcoming Core Releases](https://faq.elecate.com/faq/upcoming-releases?hsLang=en#upcoming-core-releases) - [Integrations](https://faq.elecate.com/faq/integrations?hsLang=en) [![Chill listening crop-3](https://faq.elecate.com/hubfs/Elecate_pri.svg "Chill listening crop-3")](https://www.elecate.com?hsLang=en) Help Center Copyright © 2026, Elecate