The dashboard for sales agents in Shadobooks ERP is expected to display key data reports , which may include:
➟ The number of agents,
➟ The number of active and inactive agents,
➟ The total number of programs,
➟ The total number of orders,
➟ The number of orders that have been delivered.
➟ In ShadobooksERP, a sales representative is a user with the ability to view & manage projects and track sales and customer interactions within the system.
In order to create a new sales agent in ShadobooksERP, you can follow these steps:
➟ Click on the "New Agent" button.
➟ Fill in the necessary information for the new agent, including their name, contact information, and other relevant details.
➟ Click on the "Save" button to create the new agent.
In ShadobooksERP an “Agent program” sub-module helps to manage agents, including
➟ Creating new agents,
➟ Updating agent information, and
➟ Tracking agent performance.
You can receive a particular agent information by entering their name and agent group from the list of agents.
➟ The order page displays all the orders placed by the agents.
➟ Use the search filters available to narrow down the order list to view the specific agent's order.
➟ You can also filter the orders by Agent.
➟ Click on the specific order to view the details.
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