How do I see all my sales peoples enquiries in Sales Managers Toolkit?

Modified on Mon, 8 Jul at 1:29 PM

To ensure you have the ability to see all of your staff members sales enquiries within Sales Managers Toolkit, you need to ensure you are set as a manager against their staff record, or they are added to the "managed by" section.


Go to staff records > select your name > Personnel > Staff managed by this staff member > Add and enter name > save

 


This will add the person to the sales manager list of "Assign Salesman" and also to the enquiry manager screen within Sales Managers Toolkit.

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