Add Staff Members:
Customers > Manage Customer Staff
Keep your customer interactions organized by adding individual staff members of each account to CRM. This is useful when there are multiple staff members you interact with at one location.
Add Sales Reps:
Contacts > Manage Sales Team
Adding Sales Reps to CRM allows users to filter out data specifically assigned to them.
When filling in the Sales Rep information, note that there are 3 options for ‘Type’:
1.) Sales Rep– An individual who is a user on the platform and does not appear on an invoice
2.) Salesperson– An individual who is found on the invoice yet not a user of the platform
3.) Both– you would select this if the person is a platform user and may appear on invoices