Sales Person

To access the ​ Management Tools​ for your employees, click on the ​ Sales Person​ tab, and then select ​ Manage

This will bring you to a ​ Salesperson Management ​ page​ (image below).

On the top right side of this page you can use the drop down menu to filter the employees that will be viewed on this page. The calendar icon can be used to take you to the Schedule page, in which you can set the hours for your employees. The addition icon can be used to Add a new employee.

The Management tab has plenty of useful tools that should greatly assist in the management of your employees. Let’s take a closer look at some of the options on the list.

First thing to notice is the employee’s information on the card. On this page you can view the employee’s name, work schedule, days off and location (providing this information has been entered into the system)

This is the ​ Management Options​ bar. These links can be used for anything from following the actions of an employee to managing their account security

Follow: Following an employee will provide you with an email at the end of the day containing a recorded copy of all the interactions that employee has had with customers on the site. When you click on the Follow icon, the screen below will appear. Here, you will enter the email addresses that you would like to receive the recorded copy of the employee’s interactions.

Edit: : Selecting the edit function will allow you to update or adjust any information in the system about that employee.

Report: ​This will bring you to an on-system report about the interactions and other data of that employee.

Login As: ​This link allows you to continue using the site as the employee.

There are more options for managing your employee’s settings in the Edit tab. These options will be explained in the section below

To edit the information of your employees, click on the Salesperson tab, and then select the Manage tab. From here you can edit any information for an employee by selecting the edit icon on the employee’s card.

Through the edit option you are able to change the employee’s information, as well as access some more options for managing their profiles.

Follow: : Following an employee will provide you with an email at the end of the day containing a recorded copy of all the interactions that employee has had with customers on the site

Edit: Selecting the edit function will allow you to update or adjust any information in the system about that employee.

Report: ​This will bring you to an on-system report about the interactions and other data of that employee.

Login As:this link allows you to continue using the site as the employee.

Deactivate​: ​: Deactivating an employee will disable their use of the system and remove them from the manage tab. This can be corrected from the schedule tab later

Remove: ​: Removing an employee will completely erase their data from the system (so use carefully). You will be prompted to reassign their current customers.

Reset Password: ​Using the password reset function will send an email to the selected employee initiating them a password reset.

Full Name: ​ Employee’s first and last name

Email: ​The email account of the employee

Profile Image: ​ Drop-down menu for the user to select a profile picture.

Password: The initial password chosen to set up the employee’s profile. The employee can change this at a later time using the reset password function. Passwords must contain one lower case character, one uppercase character and one special character

Enable Quick Message: Enabling quick message allows the quick message tab to appear on the employee’s dashboard.

Address: ​The address of the employee you’re creating the profile for.

Phone: ​The phone number of the employee

Country/Province: ​The two drop-down menus for the province and the country of residence of the employee

Group: ​ You may assign the employee to a specific group. This is an optional step

Set Availability Manually: ​: This option allows the employee the ability to set his or her own availability as to when they are alerted of events in the group.

Email Notification: This option will provide the salesperson with an email notification every time a text lead comes in. You may adjust how quickly and frequently these emails are sent to your salesperson under the Settings à Advanced Settings.

To access the Employee Schedule, simply click on the Sales Person tab and then select the Manage tab. The calendar icon on the top right corner will bring you to the Schedule page for your employees.

This will bring you to a ​ Schedule page for your employees (image below)

On the top of the page, you will see today’s date and to the right the days of the week will be listed, as well as the number of employees that are available to work. Below the employees that are available to work on the selected day will be listed. There are a few more options available by selecting the settings icon on the top right corner of each employee’s card.

To access the Add employee menu, click on the Sales Person tab, and then select the Manage tab below. There will be an addition icon on the top right corner of the screen, select this icon to access the new employee page.

This will bring you to an information form to fill out for the new employee (image below).

The ​Add​ page is very easy to use, in each of the boxes you will need to input the required information. Remember, the email address and full name are required to create the profile. If the password section is left blank, a password will be automatically generated.

Full Name: ​Employee’s first and last name.

Email: The email account of the employee

Profile Image:Drop-down menu for the user to select a profile picture

Password: ​ The initial password chosen to set up the employee’s profile. The employee can change this at a later time using the reset password function. Passwords must contain one lower case character, one uppercase character and one special character.

Address: ​The address of the employee you’re creating the profile for.

Phone: ​ The phone number of the employee.

Country/Province: ​ The two drop-down menus for the province and the country of residence of the employee.

Group: ​You may assign the employee to a specific group. This is an optional step.

Set Availability Manually: ​This option allows the employee the ability to set his or her own availability as to when they are alerted of events in the group

Enable Quick Message: Enabling quick message allows the quick message tab to appear on the employee’s dashboard.