Telesales Representative is a sales representative who uses the telephone to reach potential or existing customers.

This Configurations as it involves many departments:

The process of creating the telesales commission

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

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

Creating a Telesales agent Category

by filling this form

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.

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

Browser not supported