This page will show you how to setup sales representative calendars,
How to setup a Sales Rep
Settings → Sales Settings → Click + New Rep.. to add or click on the Reps name to edit. This is the entry for their calendar.
For each Rep enter:
- Personal details (Name, Phone, Mobile, Email)
- Code (abbreviation of reps name)
- 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 a comment if needed such as "Morning appointments only"
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 used for public holidays and meeting rather than have to enter it on each Rep.
Linking the Sales Rep calendar to the Sales Rep
Ensure the Sales Rep user is linked to the calendar when inviting the new sales rep to BUZ.
Settings → Users → Invite Users or click on the existing sales user. More help can be found here on BUZ users.
