Salesrep Management

Summary

This feature enables the creation of new sales personnel and configuration of approval hierarchies within the organization.

Key Functionality : Users can add new sales representatives by clicking “Action > Add new” and filling out required information.

Required Fields :

• Name : Sales person’s full name

• Identifier : Unique external identifier (ID, email, etc.)

• Email : Sales person’s email address

• Phone : Contact phone number

• Manager : Selected from existing sales personnel via dropdown

• Assistants : Added using the plus icon

Optional Settings :

• Admin checkbox : Can designate the salesperson as an administrator

Organizational Structure : After creating users, the system displays an organizational chart showing the hierarchy and relationships between sales team members, allowing managers to visualize the reporting structure and approval workflows.

This tool essentially serves as a user management system specifically designed for sales teams, with built-in hierarchy management capabilities.

Salesrep Management Page

Section Description By clicking on Action> Add new you can create a new sales person

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 ..
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