The Salesperson feature of SalesPad Cloud allows you to manage the sales associates in your company.
To get started, select Salesperson from the Settings menu.
To create a Salesperson, click the New Salesperson button in the upper left-hand corner of the screen.
The Salesperson drawer will appear. Fill out the information fields in this drawer.
For a brief explanation of the different information fields in the Salesperson drawer, click here:
Sales Person - Allows you to give a name to your Salesperson
Email - Displays the email address of your Salesperson
Initials - Allows you to assign initials for the Salesperson
Sales Territory - Assigns a Sales Territory to your Salesperson
Inactive - If checked, this Salesperson is inactive
When you've finished entering your information, click Save.
To edit an existing Salesperson, first select the Salesperson from the list on the left-hand side of the Salesperson window.
Once you've selected the Salesperson you want to edit, make your changes in the information fields on the right-hand side of the screen.
When you've finished making your changes, click Save.
Salespersons dropdowns appear in various places in SalesPad Cloud, including in New or Edit Customer drawers.