Adding new Salespeople within MarketTime is simple, and allows your new Salespeople to easily fill out their own information and create their username and password.
What you'll learn
- How to create a new Salesperson
- How to set a Salesperson's initial default Commission rates
- How to assign Manufacturers to your new Salesperson
To add a new Salesperson, use the New button found on the Browse Salespeople screen.
Adding a Salesperson
When adding a new Salesperson, enter in their name into the Search field.
On the next screen, you'll be asked to set their Email Address (the email address that will be tied to their login account) (1), their Abbreviation (2), and PO Prefix (3).
Use the Email for Orders field to designate a company email address for them if desired.
On the next screen, you'll determine Division and Salesperson Territory assignments.
NOTE: IF you do not have these set up yet, you may proceed and update this at a later time by editing the Salesperson if desired.
The final screen allows you to set Commission Rates per Manufacturer/Order Code as needed.
NOTE: This can be updated at a later time by editing the Salesperson if desired.
When finished with the initial setup, click Finish
The Salesperson will be added to your Salesperson list, and they will receive an email invite to create their Username/Password.
Once they do this, they're able to log in and access any data you've assigned to that Salesperson record.
This is an example of what the Salesperson receives. It will come from portal@markettime.com