Managing Sales Representatives

Sales representatives are users in netFORUM that will be responsible for managing account, leads and opportunities and may be receiving commission for the sales of products.

Sales Territories

Each sales representative can be assigned one or multiple sales territories. The setup for this is the same as discussed above. These territories define the sales on which the sales person will be paid a commission. A sales territory can be defined as either a specific customer or a combination of region and product type.

Adding Sales Territories to a Sales Representative

To Add a Sales Territory to a Sales Representative:

1. On the group items bar, click the Management group item, select the Find Sales Rep group item link.
2. The Find — Sales Rep page will display.
3. Search for a sales rep by user name or the person's name.
4. The Sales Representative Profile page will display.
5. Click the Territory & Commission Schedule tab.

6. On the territories child form, click the Add button.
7. The Add — Sales Territory form will display.
8. The sales rep drop-down list will prepopulate with the sales representative from the profile.
9. If the sales territory will be a specific customer, search for and select the customer.
10. If the sales territory will be a combination of region and product type, select the region and product type from their drop-down lists.
11. Enter the start date and end date of the territory for this sales representative.
12. Click Save.

Adding Commission Schedules to Sales Representatives

Commission schedules define how the sales representatives will be paid. They must have already been set up as part of the sales module setup.

To Add a Commission Schedule to a Sales Representative:

1. On the Sales Representative Profile, click the Territory & Commission Schedule child form.
2. On the commission schedule child form, click the add button.
3. The Add — Sales Rep Commission form will display.

4. The sales rep drop-down list will prepopulate with the sales representative from the profile.
5. Select a commission schedule from the commission schedule drop-down list.
6. Click Save.

Sales Rep Setup

In order for a netFORUM User to work in the Sales module, their User account must be configured to do so.

The User Settings allows you to manage each individual's user profile, most importantly defining permissions for access to specific functionalities (see NOTE). This functionality works in conjunction with the Admin Module in netFORUM.

To Configure User Settings:

1. On the Modules list, click the Admin icon.
2. On the Admin Overview page, click the User icon OR on the group item bar, click User.
3. Select the List User link.
4. Select a User from the User list.
5. The Edit — User profile will display.
6. On the Edit — User profile, select the appropriate permissions check box.
7. Click Save.