Assigning New Sales Reps

<< Click to Display Table of Contents >>

Navigation:  Chapter 4: Creating New Sales Territories >

Assigning New Sales Reps

If you haven't imported sales rep data into AlignMix you can add them in by hand. This comes in handy when you are gradually adding new reps to your sales territories.

 

 

Step 1: Right Click on the Territory you want to Assign a Sales Rep to

Chapter 4 Assigning New Sales Reps Step 1

As soon as you right click on the territory you will be assigning sales reps to a circular pop up will appear. Click properties and proceed to the next step.

 

Step 2: Click on add New Sales Rep

Chapter 4 Assigning New Sales Reps Step 2

After you click on Properties from the right click menu you will see the pop up shown above. Click on the plus sign next to open the add a sales rep screen.

 

Step 3: Complete the Add Sales Rep Info

Chapter 4 Assigning New Sales Reps Step 3

As soon as click on the plus sign in the previous step you will see another pop up appear. This is where you fill in the new sales rep data. First type in the sales reps name (1) and then the sales reps home zip code (2). Then click Add (3).

 

Step 4: Confirm Add Sales Rep

Chapter 4 Assigning New Sales Reps Step 4

To complete adding the new sales rep just click OK.

 

That's It.

 

If you need to reassign a sales rep simply read the section on Re-assiging Sales Reps