Introduction
Sales person is attached to each client and is used to view stats based on placements.
Configuration
Salesperson Navigation Menu
Salesperson UI Navigation Window
Once the Sales People option is selected, the following window is displayed
Salesperson Maintenance Window
Options are:
Exit - | Navigates back to the main IMPACT window without making any changes |
Add - | Creates a new record. |
Edit - | Modify an existing record. |
Delete - | Removes an existing record. |
Print - | Prints the record Table list to the print queue |
Salesperson Info Tab
Objective: The purpose of the Salesperson Info tab is to define the salesperson and its attributes.
Salesperson Info Tab Window
Salesperson Code - | 3 digit unique code identifier. Can be alphanumeric |
Salesperson Name - | Name of the salesperson |
Monthly Goal - | Can be use for reporting via the Adhoc Report Writer |
Placement Goal - | Can be use for reporting via the Adhoc Report Writer |
Stats Tab
Objective: The sales person stats reflect statistical data similar to the company and client stats but only for the individual salesperson.
Stats Tab Window
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