TABLE OF CONTENTS

• Introduction
  • Sales Dashboard
  • Sales Representative Navigation
  • Assigning a Sales Rep to a User

Introduction

Znode includes a Sales Portal feature as part of the Admin Console.  In the Admin Console, you can define Sales Reps, and when they login to the Admin Console they receive a specialized Sales Representative View

Sales Dashboard

They will see a Dashboard. This dashboard will show them the Quotes, Orders, Returns, and Sales Metrics for the Sales Representatives where they are assigned as the Sales Rep.

Sales Representative Navigation

The navigation that Sales Representatives see is limited to items they will need, and within each of these views, they will see only the data for their assigned users.

More Information: 

• Managing Sales Reps
• Understanding System-Defined Roles (the Sales Rep)
• Configuring General User Settings (Assigning a Sales Rep)