How to Manage/Create Sales Reps
Support Team
7 steps
22 seconds
Journease
1
Click "Sales Reps"
2
Click Add Row.
3
Enter Rep Name, Address, Commission and Commission Time Period (Days) - Commission Time Period is the number of days the Sales rep will be paid from the Commission Date set on the Customers Accounts tab.
The commission will apply to the profit of the job and not the total.
4
Click "Save" when you're done.
5
If you want to disable a Sales Rep then you will need to make them inactive by unchecking this checkbox.
6
To assign a Sales Rep to a Customer please view the following tutorial [Assigning Sales Rep to a Customer](https://scribehow.com/viewer/Assigning_Sales_Rep_to_a_Customer__hsH0M2hJQIumLUlc8RP4mA)
7
To run a report on Sales Reps then please follow the linked guide. [How to Run a Sales by Sales Rep Report](https://scribehow.com/viewer/How_to_Run_a_Sales_by_Sales_Rep_Report__0YNy-CtcTQWCKeRydYOYVw)
How to Manage/Create Sales Reps
Support Team
7 steps
22 seconds
Journease
1
Click "Sales Reps"
2
Click Add Row.
3
Enter Rep Name, Address, Commission and Commission Time Period (Days) - Commission Time Period is the number of days the Sales rep will be paid from the Commission Date set on the Customers Accounts tab.
The commission will apply to the profit of the job and not the total.
4
Click "Save" when you're done.
5
If you want to disable a Sales Rep then you will need to make them inactive by unchecking this checkbox.
6
To assign a Sales Rep to a Customer please view the following tutorial [Assigning Sales Rep to a Customer](https://scribehow.com/viewer/Assigning_Sales_Rep_to_a_Customer__hsH0M2hJQIumLUlc8RP4mA)
7
To run a report on Sales Reps then please follow the linked guide. [How to Run a Sales by Sales Rep Report](https://scribehow.com/viewer/How_to_Run_a_Sales_by_Sales_Rep_Report__0YNy-CtcTQWCKeRydYOYVw)
