Sales Representative
Create and assign sales representatives to manage customer accounts and handle sales activities, such as generating quotes, managing orders, and building customer relationship
Last updated
Create and assign sales representatives to manage customer accounts and handle sales activities, such as generating quotes, managing orders, and building customer relationship
Last updated
When creating a Sales Representative profile in CW Suite Sales, you'll need to include essential details such as a unique code, name, and commission structure
Code: Assign a distinctive code or identifier to each Sales Representative in your team. This code will serve as a reference for tracking and organizing sales activities and performance.
Name: Provide the Sales Representative's full name or preferred name for identification purposes within the system.
User: Link the User to the Sales Representative.
Commission: Determine the commission structure that will drive the Sales Representative's motivation and reward their sales achievements. This typically involves a percentage or flat rate applied to the sales they generate
