Objectives of the Salesrep Management page
This feature allows you to create new sales person and configure the approval hierarchy
Name of the field | Type | Mandatory | Description |
Name | String | Yes | Name of the sales person |
Identifier | String | Yes | External identifier, Must be unique (id, email .. |
String | Yes | Email of the sales person | |
Phone | String | Yes | Phone number of the sales person |
Manager | drop down | Yes | Select manager from available sales persons |
Assistants | String | Yes | By clicking on plus icon you can add assistants |
Admin | checkbox | No | By 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