{"id":55,"date":"2021-07-30T19:11:13","date_gmt":"2021-07-30T19:11:13","guid":{"rendered":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/?p=55"},"modified":"2021-08-20T18:45:50","modified_gmt":"2021-08-20T18:45:50","slug":"how-do-i-add-staff-and-sales-reps","status":"publish","type":"post","link":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2021\/07\/30\/how-do-i-add-staff-and-sales-reps\/","title":{"rendered":"How Do I Add Staff and Sales Reps?"},"content":{"rendered":"<div id=\"wpfp_505d20245f37914824b6262f45695db5\" data-item=\"{&quot;sources&quot;:[{&quot;src&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2021\\\/07\\\/WPP-Add-Staff-Sales-Reps-Video.mp4&quot;,&quot;type&quot;:&quot;video\\\/mp4&quot;}],&quot;id&quot;:&quot;7&quot;,&quot;splash&quot;:&quot;https:\\\/\\\/www.nitssolutions.com\\\/wordpress\\\/wpprocrm\\\/wp-content\\\/uploads\\\/sites\\\/4\\\/2021\\\/08\\\/WPP-Add-Staff-Sales-Rep-PPT-Image.jpg&quot;}\" class=\"flowplayer no-brand is-splash is-paused skin-slim no-svg fp-slim fp-edgy\" data-fv-embed=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2021\/07\/30\/how-do-i-add-staff-and-sales-reps\/fvp-7\/\" style=\"position:relative; max-width: 640px; max-height: 360px; \" data-ratio=\"0.5625\">\n\t<div class=\"fp-ratio\" style=\"padding-top: 56.25%\"><\/div>\n\t<img class=\"fp-splash\" alt=\"video\" src=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-content\/uploads\/sites\/4\/2021\/08\/WPP-Add-Staff-Sales-Rep-PPT-Image.jpg\" style=\"position:absolute;top:0;width:100%\" \/>\n\t<div class=\"fp-ui\"><noscript>Please enable JavaScript<\/noscript><div class=\"fp-play fp-visible\"><svg class=\"fp-play-sharp-fill\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" viewBox=\"0 0 100 100\"><defs><style>.fp-color-play{opacity:0.65;}.controlbutton{fill:#fff;}<\/style><\/defs><title>play-sharp-fill<\/title><path class=\"fp-color-play\" d=\"M49.9217-.078a50,50,0,1,0,50,50A50.0564,50.0564,0,0,0,49.9217-.078Z\"\/><polygon class=\"controlbutton\" points=\"73.601 50 37.968 70.573 37.968 29.427 73.601 50\" filter=\"url(#f1)\"\/><\/svg><\/div><div class=\"fp-preload\"><b><\/b><b><\/b><b><\/b><b><\/b><\/div><\/div>\n<div class='fvp-share-bar'><ul class=\"fvp-sharing\">\r\n    <li><a class=\"sharing-facebook\" href=\"https:\/\/www.facebook.com\/sharer\/sharer.php?u=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2021%2F07%2F30%2Fhow-do-i-add-staff-and-sales-reps%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-twitter\" href=\"https:\/\/twitter.com\/intent\/tweet?text=Wholesale+Parts+Pro+CRM+Training+Microsite+&url=https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2021%2F07%2F30%2Fhow-do-i-add-staff-and-sales-reps%2F\" target=\"_blank\"><\/a><\/li>\r\n    <li><a class=\"sharing-email\" href=\"mailto:?body=Check%20out%20the%20amazing%20video%20here%3A%20https%3A%2F%2Fwww.nitssolutions.com%2Fwordpress%2Fwpprocrm%2F2021%2F07%2F30%2Fhow-do-i-add-staff-and-sales-reps%2F\" target=\"_blank\"><\/a><\/li><\/ul><div><a class=\"sharing-link\" href=\"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/2021\/07\/30\/how-do-i-add-staff-and-sales-reps\/\" target=\"_blank\">Link<\/a><\/div><div><label><a class=\"embed-code-toggle\" href=\"#\"><strong>Embed<\/strong><\/a><\/label><\/div><div class=\"embed-code\"><label>Copy and paste this HTML code into your webpage to embed.<\/label><textarea><\/textarea><\/div><\/div>\n<\/div>\n\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Add Staff Members:<\/strong><\/h2>\n\n\n\n<p><strong>Customers &gt; Manage Customer Staff <\/strong><\/p>\n\n\n\n<p>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.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Add Sales Reps:<\/strong><\/h2>\n\n\n\n<p><strong>Contacts &gt; Manage Sales Team<\/strong><\/p>\n\n\n\n<p>Adding Sales Reps to CRM allows users to filter out data specifically assigned to them.<\/p>\n\n\n\n<p>When filling in the Sales Rep information, note that there are 3 options for \u2018Type\u2019:<\/p>\n\n\n\n<p>1.) <strong>Sales Rep<\/strong>&#8211; An individual who is a user on the platform and does not appear on an invoice<\/p>\n\n\n\n<p>2.) <strong>Salesperson<\/strong>&#8211; An individual who is found on the invoice yet not a user of the platform<\/p>\n\n\n\n<p>3.) <strong>Both<\/strong>&#8211; you would select this if the person is a platform user and may appear on invoices<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add Staff Members: Customers &gt; Manage Customer Staff Keep your customer interactions organized by adding individual staff members of each account to CRM. This is [&#8230;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cybocfi_hide_featured_image":"","footnotes":""},"categories":[2],"tags":[],"_links":{"self":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/55"}],"collection":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/comments?post=55"}],"version-history":[{"count":5,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/55\/revisions"}],"predecessor-version":[{"id":64,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/posts\/55\/revisions\/64"}],"wp:attachment":[{"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/media?parent=55"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/categories?post=55"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.nitssolutions.com\/wordpress\/wpprocrm\/wp-json\/wp\/v2\/tags?post=55"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}