Credentials required: Sales Staff
 
Goal: Learn how to add a new sales rep.
 

1.  On the “Site Admin Menu”, expand “Sales Staff” to click “Add Sales Rep”


2.  After clicking “Sales Staff”: You will see the “Sales Rep Details” page.  This page allows you to create a new Sales Rep and send an email to the Sales Rep once they are added.

 

3. To create a new or existing Direct Dealer: start by typing the “Username”, “First Name”, “Last Name”, and “Email Address” of the Sales Rep.

 

4. If you would like to notify the dealer when the form is completed, make sure you click the checkbox next to “Send user an email with their password on account creation.


3. Before saving the new Sales Rep: be sure to look back over the form for:

 

All required fields being filled.

 

Correct spelling and characters within the rep’s Email Address.

 

If desired, make sure the “Send user an email with their password on account creation” checkbox is marked.

 

4.  On the “Site Admin Menu”, expand “Sales Staff” to click “Sales Hierarchy”


5a.  If the new Sales Rep is going to be added to an existing market or territory: Click the name of the territory and use the “New User” dropdown menu to select the Sales Rep you just created.  Click “Add”.  You have completed the process of adding a new rep to your site.

 

5b. If the new Sales Rep is going to be added to a new market or territory: fill out the “Rep Code”, “Description”, select a “Sales Hierarchy Parent”, and an “Account Type”.

 

 

6.  If you would like dealers to be associated with this rep code,  click the checkbox next to “Is Rep Code enabled for portal entry?”.

 

7.  If you would like for the rep to recieve emails, click the checkbox next to “Should this Rep Recieve Emails?”

 

8. Click “Save Changes”

 

 

To complete the process return to step 5a to add the rep to the new market or territory.

 

What's Next

Obtain a printable version of this Knowledge Base article here.
 
Learn how to delete a Sales Rep here.

Would you like to learn more about User, Sales & Admin Staff Management click here.