Manage sales reps

Summary

Sales Rep Administration maintains the rep directory — name, code, email, phone, and status — used to assign reps to accounts and segment reporting.

Before you start

• Required role: Admin

Steps

1. Go to Configuration ? Sales Reps (/sales_rep.cfm?sales_rep_view=1). _(Columns: #, Sales Rep Name, Code, Email, Phone, Status)_
2. Add or edit a rep with name, code, email, and phone.
3. Set Status to active/inactive.

What success looks like

The rep appears in the directory and can be selected when assigning accounts or filtering reports.

Gotchas / troubleshooting

• Keep the rep Code stable; it's used to tie historical orders/reports to the rep.

Related

• Manage accounts
• Run reports