This page will show you how to
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set up sales representative calendars; once a calendar has been created, leads and customers can be allocated to this Sales rep.
However, this does not provide access for a person to login into BUZ. To provide access, you need to create a User and link them to a calendar.
How to
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set up a Sales Rep calendar
Settings → Sales Settings → Click + New Rep.. to add or click on the Reps Rep's name to edit. This is the entry for their calendar.
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For each Rep, enter the following:
Personal details (Name, Phone, Mobile, Email)
Code (
abbreviation of reps name6-8 Characters, no spaces or special characters)
The Sequence Number for ordering the sales reps in a list
Branch if locked to a particular branch
Monday > Sunday. For each day of the week, enter the desired number of leads and
acomment if needed, such as "Morning appointments only."
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This is the standard work habit for this rep variations can be made in 3 ways:
Enter a Private Appointment through Leads
Enter an Individual Sales Rep Exception.
Enter an ALL Exception using the Sales Rep "ALL" This is used for public holidays and
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meetings rather than
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having to enter it on each Rep.
Linking the Sales Rep calendar to the Sales Rep
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Settings → Users → Invite Users or click on the existing sales user. More help can be found here on BUZ users.
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