Quick User Guide | Sales Staff
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      3. Quick User Guide | Sales Staff

      Salesman

      Sales

      1. Create customer accounts:  [Sales] Customers > Adding a New Customer

      2. Changing customer contact information:  [Sales] Customers > Changing Customer Information

      3. Quotes and pricing:  [Sales] Proposals > Overview

      4. Create proposal templates:  [Sales] Proposals > Proposal Sets and Templates > Customer Specific Product or Price List

      5. Customer Sales History:  [Sales] Customers > Customer History

      6. Create, price, and manage materials lists within SO:  [Sales] Materials Lists > Overview

      Salesperson Commissions

      1. Commission overview:  [Sales] Salesperson Commissions > Overview

      2. Evaluate invoices and quotes per salesperson:  [Sales] Salesperson Commissions > Viewing a Salesperson's Invoices and Quotes