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Creating A category called Telesales
Sales Agents > Configurations > Sales Agents > Agent Category > Create
- 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
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- Organisation > Create from template > OKcreate
This dummy shop, will be used in creating the agents of categories (Telesales Manager and Telesales Agent),
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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
by filling this form
- 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)
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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.
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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
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