Adding and Managing Sales People

Introduction

A Sales Person is anyone in your organisation active in developing or closing new businesses. They will require a User account in order to use SalesPipeline.

Who can do this?

All users that has access on SalesPipeline.

How to add a Sales Person

First, Go to SalesPipeline click on Settings.

Click Sales People Tab and click Add Sales Person.

Fill out the required fields & select the applicable Sales Group. Click Save.

NOTE: The user may only choose registered person on the Firm or Organisation

User can always make changes to a Sales Person and designate them to a different Sales Group or Tagged them as Active / Inactive by clicking the User.