Salesperson

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