In this article, you will learn how to add sales representatives to the TurfLogistics platform. The Sales Rep Management module allows you to add and manage sales representatives.
Specify sales rep information and save them for quick access.
- On the Module Menu, click Sales Rep Mgmt. and select Create Sales Rep. You will be directed to the Create Sales Rep page.
- Specify the Sales Rep information:
- In the First Name field, enter the sales representative's first name.
- In the Last Name field, enter the sales representative's last name.
- In the Login User field, click the drop-down arrow to select the sales representative's user login.
- In the Email field, enter the sales representative's contact email address.
- In the Phone field, enter the sales representative's contact number.
- In the Fax field, enter the sales representative's fax number.
- To activate the sales representative, select the Active checkbox.
- Review the Sales Rep panel before saving.
- After specifying and reviewing the details, click
to create the sales rep.