Sales Representatives

The Sales Representatives program is used to define codes for each of your sales representatives. Sales Representatives can be applied to customer accounts at the master or site level. Several sales and revenue reports can be run and sorted by Sales Representatives.

 

Navigate To: System>Configuration>Customer>Sales Representatives

 

Sales Representatives

  1. Click Add to create a new Sales Representative or double click to open and modify an existing.
  2. Enter a unique numeric code of up to 4 digits.
  3. Active will be enabled by default. Remove the active flag to render a sales representative inactive.
  • Inactive will appear in the grid in redClosed.
  1. Populate optional sales representative fields as titled as needed.
  1. Save.
  2. Proceed to apply the Sales Rep to a Customer and/or Site.
  • Customers>Customer Explorer>DetailsClosed
  • Customer Explorer>Site DetailsClosed
  • Sites can have a different Sales Rep than the Customer.
  • Each Site can have a different Sales Rep.

 

Sales Representative Reports

 

Navigate To: Report>Report Center>Customer

 

Customer Activity ReportClosed

Customer Activity AuditClosed

Customer Master ListClosed

Suspension/Stopped ServicesClosed

ContractsClosed

Lost BusinessClosed

 

Navigate To: Report>Report Center>Accounting

 

Aged Trial BalanceClosed

Customer ProfitabilityClosed

Customer Revenue AnalysisClosed

Customer Revenue RankingClosed

Monthly Customer Billing SummaryClosed

AR Ranking ReportClosed

Revenue Comparison by PeriodClosed