Salesperson
A Salesperson is just like any other user on the site. To create a Salesperson, simply create a new user if they don't already exist. At the bottom of this page you will find information on how to track sales on your site by salesperson.
A Salesperson could be any user on the site. The first step to creating a salesperson is to create a user. If you don't know how to create a user, please refer to this documentation: Creating a User
The Salesperson feature is just a label. There is no specific page to manage Salespeople and or change settings for them.
This video will provide a quick overview on the steps that go into assigning a salesperson to a user.
To know more about Salesperson Permissions, click here: Salesperson Permissions
Generating a Report by Salesperson
To keep track of how your salespeople are performing, our platform allows you to generate a report that shows what numbers they are bringing in to your business.
To view this report, you would go to: Reports > Sales by... > Salesperson
This screen will also present you with the opportunity of exporting the file to excel.
