Salesperson

9 articles

• Creating a Salesperson and Assigning Related SupervisorsSales orders in “Edara” can be linked to specific salespersons, allowing your business to track individual performance…
• Deactivating a SalespersonIn some cases, you may need to unlink a salesperson who is no longer active or no longer part of your team.
• Deleting Unused SalespersonIf a salesperson was created by mistake and no transactions have been recorded under their name, “Edara” allows you to…
• Granting/Revoking Supervision Permission for Sales Persons"Edara" provides the ability to grant sales supervisors access rights, enabling them to review and analyze the sales…
• Editing Salesperson DataIn some cases, you may need to update the Salesperson’s data, such as changing their name, linking them to a system…
• Importing SalespersonsIf you have multiple sales Persons and want to add them in bulk, “Edara” makes it easy with the Import feature.
• Activating a Sales Person"Edara" allows you to reactivate a salesperson if they were deactivated by mistake or based on inaccurate information.
• Linking/Unlinking a Salesperson to a User“Edara” allows you to link a salesperson to a specific user. This gives the user access to all sales orders created by…
• Displaying Pending Sales Orders for My CustomersYou can view pending sales orders for your customers or for the customers assigned to your sales representatives…