How to View All Salespeople's Enquiries in the Sales Manager's Toolkit

To access and manage all sales enquiries from your team within the Sales Manager's Toolkit, you must be designated as their manager in their staff records or listed under the "Managed By" section. Here's how to set it up:

1. Access Staff Records:

   • Go to Staff Records.
   • Select your name from the list.

2. Add Staff Members You Manage:

   • Navigate to Personnel > Staff Managed by this Staff Member.
   • Click Add, then search for and select the staff member's name.
   • Click Save to finalise the changes.

3. Effect of the Changes:

   • The added staff members will now appear in your "Assign Salesman" list.
   • Their enquiries will also be visible in the Enquiry Manager screen within the Sales Manager's Toolkit.