How to Add a New Company Representative - sales
Easybis Team
18 steps
3 minutes
1
If you want to add company representative , you need to add company representative type for that Click "Settings"
2
Click "Company Representative"
3
Click "Company Representative Type"
4
Click "Add New"
5
Fill the details like company representative type , volume report to , amount report to ,crate report to , attendance report to , start date , status and approval level
6
After filling all the fields click , Click "Add " . your company representative type is added successfully
7
Click "Settings"
8
Click "Company Representative"
9
Click "Company Representative".
10
Click "Add New"
11
Fill the details like dock name , employee name , name , company representative type , register mobile number , approval level , start date , status .
12
Next fill the report to details like Volume report to , Amount report to , Crate Report to , Attendance report to .
13
after filling the details , Click "Add New" click add new on the below
14
Here you need to select map to representative type
15
And select the map to representative
16
select the start date of the mapping process .
17
select the status of the mapping
18
After filling all the required fields , Click "Add New " and your company representative details is added successfully .
How to Add a New Company Representative - sales
Easybis Team
18 steps
3 minutes
1
If you want to add company representative , you need to add company representative type for that Click "Settings"
2
Click "Company Representative"
3
Click "Company Representative Type"
4
Click "Add New"
5
Fill the details like company representative type , volume report to , amount report to ,crate report to , attendance report to , start date , status and approval level
6
After filling all the fields click , Click "Add " . your company representative type is added successfully
7
Click "Settings"
8
Click "Company Representative"
9
Click "Company Representative".
10
Click "Add New"
11
Fill the details like dock name , employee name , name , company representative type , register mobile number , approval level , start date , status .
12
Next fill the report to details like Volume report to , Amount report to , Crate Report to , Attendance report to .
13
after filling the details , Click "Add New" click add new on the below
14
Here you need to select map to representative type
15
And select the map to representative
16
select the start date of the mapping process .
17
select the status of the mapping
18
After filling all the required fields , Click "Add New " and your company representative details is added successfully .
