Use this tab to create and manage your salespeople. Salesperson Table The table contains the list of all the salespeople names and their emails.
Action: You can perform the following actions to the salesperson's entry.
- Edit: Edit the name of the selected salesperson. Note that editing email or password is not allowed because the salesperson may have another business account and it would cause a conflict with his personal account.
- Delete: Permanently delete this salesperson, and remove from the list.
New Salesperson button Click on the New Salesperson button to open the New Salesperson window.
- Name: Enter the salesperson's name.
- Create Salesperson Click this button to record the salesperson.
Save Settings (if available) Click this button to record the changes made on this tab.
Left menu bar Click here to open help manual for the left menu bar.