Difference between revisions of "Company Rep Management"
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| − | | colspan="4" | [[File: | + | | colspan="4" | [[File:CoRepEdit.jpg|CoRepEdit.jpg]] |
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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' | | colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Navigation''' | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Select Search > Company Reps > Use the search filters to find the Company Rep > Select the company rep in the Results Grid > Click Edit. |
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| colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview''' | | colspan="4" style="width: 265px;background-color:#bdc3c7;" | '''Overview''' | ||
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| − | | colspan="4" style="width: 265px;" | | + | | colspan="4" style="width: 265px;" | Company representatives can be categorized and attached to jobs. |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Manage Saleperson records |
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| − | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> | + | | colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use an unlimted number of company representative type. |
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| − | | | + | | class="headerMainTitles" colspan="4" | Search |
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| − | | | + | | colspan="4" | [[File:CoRepSearch.jpg|CoRepSearch.jpg]] |
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Latest revision as of 13:23, 12 July 2024
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| Navigation | |||
| Select Search > Company Reps > Use the search filters to find the Company Rep > Select the company rep in the Results Grid > Click Edit. | |||
| Overview | |||
| Company representatives can be categorized and attached to jobs. | |||
| • Manage Saleperson records | |||
| • Use an unlimted number of company representative type. | |||
| Fields | |||
| Rep No | Active | ||
| Rep Name | Rep Type | ||
| Commission Rate | Phone | ||
| Division | |||
| Address | |||
| Address 2 | |||
| Address 3 | |||
| Zip | City | State | Country |
| Search | |||
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