Assigning sales reps

Robert Jennings shared this question 6 years ago
Answered

We need to assign sales reps to our transactions for bonuses. The new lead / quote form would be the best place for this. What are my options?

Best Answer
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If you are using the Worker's Module, create a Position for you office workers. Make sure this Position has the "sales rep" box checked. Then either create or edit the worker profiles that are your sales reps, checking the box for the Position you've just created.

Now each lead will have a field where you can choose who is the sales rep for that lead. You can set up percentage commissions to be automatically calculated on the "commissions" tab of the worker profile, and decide which portions of the lead they get a percentage of (ie: do they get a percentage of the delivery cost, sales tax, just the rental subtotal, ect?)

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1

If you are using the Worker's Module, create a Position for you office workers. Make sure this Position has the "sales rep" box checked. Then either create or edit the worker profiles that are your sales reps, checking the box for the Position you've just created.

Now each lead will have a field where you can choose who is the sales rep for that lead. You can set up percentage commissions to be automatically calculated on the "commissions" tab of the worker profile, and decide which portions of the lead they get a percentage of (ie: do they get a percentage of the delivery cost, sales tax, just the rental subtotal, ect?)