How do I add or remove my sales representatives?

Not using inFlow Cloud?

You can assign orders to specific Sales Reps to make calculating commission even easier. You can choose your rep from the dropdown in the sales order, or add a new rep by simply typing into that field.

inFlow Cloud will save the new representative name and make it available when selecting a representative on your next order. You can also click the save icon beside it to set this sales rep as the default for this specific customer.

Default sales representative

To edit/ delete Sales Reps already in the system:

  1. Click Main Menu > Options > Settings.
  2. Choose References from the tabs on the left.
  3. Click the Sales Reps button. In this window you can add or remove Sales Reps if you want to. 
  4. When you’re satisfied click Save & Close.
Yun Ling
Archon Systems
w,
+1.866.923.4974
260 Carlaw Ave #397
Toronto, ON, M4M 3L1
Canada
June 20, 2017

Rate this article

Not enough ratings yet
1 star2 stars3 stars4 stars5 stars
Loading...
  • Did this article help? If not, please let us know so we can improve it.

  • This field is for validation purposes and should be left unchanged.