Company Salespeople Credit & Access
- Stephanie Pepper (e-manage|ONE)
Above all, e-manage is a sales software and as such access to companies and credit for sales on those companies is set by adding salespeople to the access list.
If you are a salesperson, your name will automatically be added to the Access List Grid when saving a new company unless it is a Company Type setup to allow access to all salespeople.
By checking the primary checkbox and setting the credit to 100%, you are setting the software to automatically make every project made for this company location assigned to the salesperson(s) checked as primary and use the Credit % automatically. If you split the commission on a customer with another salesperson, you can add more than one salesperson and set the Credit % accordingly within the existing grid. Adding a salesperson at 0% credit allows them to manage the account without receiving any credit. The total credit % cannot exceed 100% between all salespeople added together.
Note: Without checking the primary checkbox on a salesperson line, the salesperson will only have access, not automatically be added to any Projects or Quick Quotes Created.