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

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