How do I give my salespeople access to Sales & Success Center?

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

  1. Select Sales Salespeople tab
  2. Click Create Salesperson
  3. Enter your salesperson's contact information. Be thorough—much of this information will appear throughout the Snapshot Report and Business Center.
  4. Select the title you want to appear on the Snapshot Report cover. Then click Save.
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