Difference between revisions of "Sales Management Administration"
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| + | ==== '''Explanation''' ==== | ||
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In the Sales Management Administration area, specialized [[Sales Manager Role|'''Sales Managers''']] have the ability to add new [[Sales Associate Role|'''Sales Associates''']] accounts to your business. These Sales Managers only have the ability to add Sales Associates and do not have access to modify the roles associated with the Sales Associate they add. | In the Sales Management Administration area, specialized [[Sales Manager Role|'''Sales Managers''']] have the ability to add new [[Sales Associate Role|'''Sales Associates''']] accounts to your business. These Sales Managers only have the ability to add Sales Associates and do not have access to modify the roles associated with the Sales Associate they add. | ||
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| + | ==== '''Instructions''' ==== | ||
If you have the [[Sales Manager Role|'''Sales Manager Role''']] you may add a new Sales Associate by clicking on the ''+ Person'' sign in the top of the ''Sales Team'' list. Provide the email address of the user along with their first and last names and contact information. You may edit the [[Sales Associate Role|'''Sales Associate's''']] contact information but may not delete them or change their email address. If you need to remove a Sales Associate, contact a member of your company with the appropriate permissions. | If you have the [[Sales Manager Role|'''Sales Manager Role''']] you may add a new Sales Associate by clicking on the ''+ Person'' sign in the top of the ''Sales Team'' list. Provide the email address of the user along with their first and last names and contact information. You may edit the [[Sales Associate Role|'''Sales Associate's''']] contact information but may not delete them or change their email address. If you need to remove a Sales Associate, contact a member of your company with the appropriate permissions. | ||
When you create a Sales Associate you will be listed as their ''Direct Supervisor'' which will also give you permission to assign 7/30/90 tactical reviews to them in the [[7/30/90 Day Tactical Review|'''7/30/90 Day Tactical Review''']] area as well as create and assign KPI Groups to them in the [[Sales Management KPI Data Entry|'''Sales Management KPI''']] area. | When you create a Sales Associate you will be listed as their ''Direct Supervisor'' which will also give you permission to assign 7/30/90 tactical reviews to them in the [[7/30/90 Day Tactical Review|'''7/30/90 Day Tactical Review''']] area as well as create and assign KPI Groups to them in the [[Sales Management KPI Data Entry|'''Sales Management KPI''']] area. | ||
Revision as of 13:29, 21 July 2019
Explanation
In the Sales Management Administration area, specialized Sales Managers have the ability to add new Sales Associates accounts to your business. These Sales Managers only have the ability to add Sales Associates and do not have access to modify the roles associated with the Sales Associate they add.
Instructions
If you have the Sales Manager Role you may add a new Sales Associate by clicking on the + Person sign in the top of the Sales Team list. Provide the email address of the user along with their first and last names and contact information. You may edit the Sales Associate's contact information but may not delete them or change their email address. If you need to remove a Sales Associate, contact a member of your company with the appropriate permissions.
When you create a Sales Associate you will be listed as their Direct Supervisor which will also give you permission to assign 7/30/90 tactical reviews to them in the 7/30/90 Day Tactical Review area as well as create and assign KPI Groups to them in the Sales Management KPI area.
