Agent (Salesperson)

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.