Click + New Rep.. to add or click on the Reps name to edit.
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.