Sales Manager Role

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Revision as of 15:03, 9 December 2018 by Tim Peeler (talk | contribs) (Sales Managers)
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Sales Managers are a specialized Role within your business. They have the ability to create Sales Management KPI groups and assign those groups to other members of your business including Sales Associates.

Sales Managers may also create new users (members of your business) which are automatically assigned the Sales Associate Role from the Sales Management Administration section.

Sales Managers may assign Tactical Reviews to any Sales Associate they have created or that have they have been assigned as the Sales Associates direct supervisor.