Salesrep Management

Objectives of the Salesrep Management page
This feature allows you to create new sales person and configure the approval hierarchy


Section Description
By clicking on Action> Add new you can create a new sales person
Name of the fieldTypeMandatoryDescription
NameStringYesName of the sales person
IdentifierStringYesExternal identifier, Must be unique (id, email ..
EmailStringYesEmail of the sales person
PhoneStringYesPhone number of the sales person
Managerdrop downYesSelect manager from available sales persons
AssistantsStringYesBy clicking on plus icon you can add assistants
AdmincheckboxNoBy ticking on check box, you can make the salesperson as Admin

Once you create new users you can check the relationship by using below section'

Organizational chart(Hierarchy) can be seen here