Invite Sales People

1.   Go to the "Sales People" tab

2.   Click on "Invite Sales People" and enterall the information in the fields in that window 

Information to enter:

1.   Enter the email address of the new sales person

2.   Select and click on the Collection names you want to assign to them

3.   Select and click on the Permission levels you want to assign to them

4.   Region: select the region you want to assign to them

5.   Click on “Invite+” when complete

6.   This will then send two separate emails to that sales person. One with a form to fill out their personal settings, and a second email providing them with their login credentials

7.   You will see the name of this new sales person in the “Approved Sales People” view