How do I add a new salesperson?

 

Salespeople can create Demo accounts which, in turn, produce Snapshot Reports. The Salesperson must have credentials for the Sales Tool to create these accounts. Partner Central admins can create salespeople logins and provide the credentials.

  1. Select Sales Salespeople tab
  2. Click Create Sales Person
  3. Enter the salesperson's details.
  4. Select the title you would like to appear on the Snapshot Report cover. Then click Save.
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