- Creating a category called Telesales Manager
- Creating a dummy shop called “Telesales”
- Creating an agent as a Telesales Manager
- Creating a Telesales agent Category
- Configuring Telesales Commission
- Create a Telesales agent
Creating A category called Telesales
- The Manager Category will be left blank, because this category will not need a manager
- The Manager doesn’t need any access, that’s why there is no reason to put Security Groups
After filling the required info, click on Save.
Create a dummy Shop called Telesales
- Organisation > Create from template > OK
This dummy shop, will be used in creating the agents of categories (Telesales Manager and Telesales Agent),
it will not be needed to sign up customers because Telesales Agent will be using ERP to do the sign-ups.
Creating an agent as a Telesales Manager
Sales Agents > Sales Agents > Create
- Create a dummy territory called “Telesales”
- Make sure that the created territory is under the Telesales created shop
- Create a Telesales Manager
Creating a Telesales agent Category
- In the category, select Telesales Manager
- You can name this agent the way you want
- In Shop, select Telesales
Assigning Telesales Manager to a Dummy territory
In work locations. Click on Add an item, then click on Create (on the next page you will get)
- Give a name to the territory
- Give it a code (it should be 3 characters)
- Select type of the location you want to create (but because this will be a manager, it would be better to create a type which is above the defined work location for an agent)
- Select the parent location
- The shop will be selected automatically
Click on Save and Close.
After filling the required info, click on Save
Create Telesales agent Category
The CSCC manager will define which access this agent will have.
After filling the required info click on save.
Telesales Commission Configuration
Sales Agents > Configurations > Sales Agents > Commissions > Types > Base Types > New Sale > Edit
- Define the % that a Telesales agent will get and give the rest to the manager
- Remember that these percentages are applied to defined SA commission of each product that can be sold
- Create the agent as a Telesales Agent Category
- Set the manager