Status View of your Sales People

Navigate to the "Sales People" tab to access a comprehensive list of all your sales representatives, complete with detailed profiles that outline the Brands they represent and the designated regions where they are assigned to conduct sales. Additionally, you will find an overview of the Retailers each sales representative is linked to, along with information about the Brands they are associated with and any applicable discounts.

1.   Go to the "Sales People" tab

2.   The screen will display a comprehensive view of all your Sales People

3.   Within this view, you will find the following details for each sales representative:

1)   Name

2)   Represented Brand

3)   Assigned Region

4)   Management status, indicating the permission access level assigned. You have the flexibility to modify their permissions directly from this screen.

4.   Utilize the available filters in this view to refine your search and access specific information as needed. This streamlined process ensures efficient management and easy tracking of your sales team's activities.

1)   All: Shows All your sales people

2)   Accepted: Shows the sales people that accepted your invite to join your Brand

3)   Pending: Shows the sales people that were sent the invite to join your Brand but have not accepted yet

4)    Brand: opens a drop down menu where you can Search by Brand

5.   To review the Retailers assigned to a specific Sales Person, click on the name of the Sales Person. This action will unveil a detailed list of retailers linked to that sales representative, along with the Brands allocated to them and the corresponding discounts associated.

6.   If you need to modify information related to a Sales Person, locate and click on the "Edit sales person" icon. This action will direct you to a screen where you can make adjustments to any field within their profile. This user-friendly interface empowers you to efficiently update and manage the details of each Sales Person as needed.