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Adding a Salesperson #
NOTE:
All fields marked with an asterisk * are mandatory to fill.
- Click the + button.
- Fill in the required info.
- Click Save to confirm.
Editing a Salesperson #
- Click on the Edit icon to be taken to the Salesperson details page.
- Complete the required edits.
- Click Save to confirm.
Deactivating/Activating a Salesperson #
To deactivate a Salesperson:
- Click the Check icon and you will be prompted with a confirmation box.
- Click the Deactivate button to confirm.
To activate a Salesperson:
- Click the Show All checkbox to see all Salespeople.
- Click the X icon and you will be prompted with a confirmation box.
- Click the Activate button to confirm.
Deleting a Salesperson #
WARNING:
You cannot restore a Salesperson once deleted. Use with caution.
- Click on the Delete icon.
- Confirm the popup.
