Creating a Sales Partner

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Creating a Sales Partner

  Step 1: Go to “Sales Management”, and click on “Sales Partner Management” Sales management Step 2: Go to “Details” and click on the “+” icon to create a new sales partner. click + to create new sales partner Step 3: Fill in the required fields.
  • Select the company branch where the sales partner is assigned to.
  • Resource should be set as user.
  • In “Sales Person” you will see a drop down of users. Select which user you will be adding as a “Sales Person”.
  • “First Name” and “Last Name” will be auto filled after selecting a user under “Sales Person”
enter details Step 4: Click on Save. save details Step 5: Add the sales person availability. In this section we will define the working times, weekend and holidays for the sales person.  
  • Go to Calendar and click con the “+”.
Click + to add new calendar
  • Description will be auto-filled with the sales partner name and last name.
  • Set weekend days by clicking on the drop down under “Day One”, “Day Two” and “Day Three”
  • Edit the “Start Time” and “End Time”.
  enter calendar info
  • Holidays can also be added into the calendar. To do so, click on Holidays and then on the “+” icon as shown bellow.
  add holidays or exceptions Step 6: Click on save to finish adding the calendar.   click save calendar   Step 7: Add the sales person into a “Sales Team”.
  • Go to Sales Team and click on edit.
    edit sales team                      
  • Select the available “Sales Team” and click on “>” to assign the sales person into the selected “Sales Team”.
    add to sales team                                              
  • Click on save to finish
  Click save on sales team
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