Adding a sales person

To open a new sales person form, from the 'Administration' module, click on 'New Sales Person'.


  • Enter the 'First Name', 'Initial', and 'Last Name' of the sales person.
  • Enter the 'Rate Code' for that sales person.
  • Add any notes.

When the form is complete click 'Save' to add the sales person or 'Save and new' to add the current sales person and load a new form to add another sales person.

Required fields are labeled with an asterisk ( * ).

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