Salespersons Feature
- Creating Salespersons
- Linking to Transactions
- Displaying on Transaction List Report
- Filtering on Workbench
Creating Salespersons
You can create new users or modify existing ones in People > Employees. You will see there is a checkbox to mark an employee as a Salesperson.
Note: Checking this box has no effect on the user being able to write contracts or security at all.
Linking to Transactions
Once you have named salespersons, you can then select them at the transaction level.
Within a contract you can choose a salesperson from the dropdown menu pictured below.
Displaying on Transaction List Report
When you run the Transaction List Report, you now have a filter at the bottom before running the report for salespersons. Leaving it alone will show all transactions or you can select an individual salesperson. When the report populates, you can now select Salesperson as a column that you can now display, and export if you wish to do your calculations on what to pay.
Filtering on Workbench
Within the Workbench, you can filter transactions by Salesperson.
1. You can create a new filter by first selecting Quick Filters.
2. Select Create New Saved Filter.
3. Set a filter name and select Salesperson in the field dropdown.
4. Choose a comparison option from the dropdown and a value from the box.
5. Select Add then press Save.
Related articles
Workbench Filters
New Employee