Categories

Agent (Salesperson)

You are here:
< All Topics

To create an Agent (Salesperson), navigate to Maintenance – Detail Profile – Service Agent Profile and click on Add Agent.

Fill in the Agent’s details. For commission (%), key in only the digits.

You will be able to assign the Agent to a Team, assign a User ID to the agent and also assign a Signature.

You may upload the Signature from the Upload Agent’s Signature (Image) tab.

This agent can then be selected when creating Transactions.

Previous Additional Units of Measurements
Next Assemble and Disassemble
Table of Contents