Sales Reps and reports
Index
Set user as crew member
The user must first be enabled as a "crew member" before he/she can be assigned as a Sales Rep to agents. Open the user's set-up in "Maintenance --> Edit/Add People" and tick the crew box:
Add crew member as Sales Rep against agent
Add the Sales Rep to all agents required:
Agent report for a Sales Rep
This is a standard report listing agents against a Sales Rep:
