This feature is only available for PRO Connect or Work Subscribers.
As an administrator for your company, you can manage your sales representatives by following the instructions below.
Sales representative selection in quotes, jobs, and invoices can be licensed or unlicensed Work users (unlicensed Work users are not able to login or access your Work platform).
By default, all of your licensed Work users are listed as sales reps and are available to select for your quotes, jobs and invoices.
How to manage your sales representatives:
- Click on the Admin icon in the navigation bar on the left.
- Click on the Settings & Preferences tab on the left-hand side.
- Click on the Sales Reps drop-down.
- Click on the Add or edit sales reps link.
How to remove a user as a sales representative:
Sales reps that have been assigned to a quote, job, or invoice are indicated with "--" and cannot be removed from the available sales rep list.
Sales reps that have not been assigned to a quote, job or invoice can be deleted by clicking the "trash can" icon. Licensed work users can be added back as a sales rep by following the steps below.
How to add licensed Work user as a sales representative:
As noted above, and by default, all of your licensed Work users are listed as sales reps. If you've removed a licensed user and wish to re-activate them with the sales rep role for selection in quotes, jobs, and invoices, they will appear as available in the "Add other licensed Work users as sales reps" selection box. Simply select the users and then click "Update" to add them back.
How to add an unlicensed Work user as a sales representative:
To add an unlicensed Work user as a sales rep, click “Add new” under the "Add new unlicensed Work user as a sales rep" section, enter the name of your unlicensed Work user and then click “Update”. To remove the input box click “Remove”.