創建銷售人員
第一步
Go to “Sales Management”, and click on “Sales Partner Management”
第二步
Go to “Details” and click on the “+” icon to create a new sales partner.
第三步
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”
第四步
Click on Save.
第五步
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 “+”.
第六步
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”.
第七步
- Holidays can also be added into the calendar. To do so, click on Holidays and then on the “+” icon as shown bellow.
第八步
Click on save to finish adding the calendar.
第九步
Add the sales person into a “Sales Team”.
- Go to Sales Team and click on edit.
第十步
- Select the available “Sales Team” and click on “>” to assign the sales person into the selected “Sales Team”.
第十一步
Click on save to finish
