Difference between revisions of "Company Rep Management"

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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;" | To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit.
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| 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;" | Desc Here:
 
| colspan="4" style="width: 265px;" | Desc Here:
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Adding or editing links for LinkedIn, Twitter and Facebook
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| 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> Viewing the Sites connected to the Customer
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Use an unlimted number of company representative type.
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Tasks connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Contacts connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Notes connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Documents connected to the Customer
 
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| colspan="4" style="width: 265px;" | <span style="font-size:large;">•</span> Viewing the Invoices connected to the Customer
 
 
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| &nbsp;
 
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Revision as of 10:29, 6 April 2022

       
jobedit ccexpress.png
       
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
Desc Here:
Manage Saleperson records
Use an unlimted number of company representative type.
       
Fields
Rep No   Active  
Rep Name   Rep Type  
Commission Rate   Phone  
Email   Division  
Address      
Address 2      
Address 3      
Zip City State Country