Flagging a user as a "Sales Rep"

Tyler MacDonald Updated by Tyler MacDonald

Follow these instructions to flag a user as a "Sales Rep".

Settings

Click the Settings icon on the upper right-hand side of your screen

Click Team, then Users

You can either Add New User or you can Edit a user by clicking on the user's name

Below the user information is "User Title"

  • Sales Rep: This identifies the user as a sales rep, which makes them able to quote jobs and be added to reporting functions. It is important to tick this if the user sells or quotes jobs.
  • Default Sales Rep: By clicking this option, this user will always be chosen as the sales rep for new transactions. This option will only activate if the user is assigned as Sales Rep by clicking on the sales rep check box.

Please note that we’ll adjust the price of your subscription when you add a new team member.

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