Sales Representatives Portal
You use the Sales Representative portal to maintain sales representatives. This portal contains the following zones:
• Sales Representative: Defines the basic information about the representative.
• Initiative Lead Summary: Lists initiatives and information about leads for each initiative for the representative. Clicking the broadcast icon from the summary table in this zone displays the following additional zones:
◦ Initiative Leads: Displays leads for the initiative and representative.
◦ Initiative Lead Event Summary: Displays lead event statistics for the initiative lead and representative.
◦ Initiative Lead Events: Displays lead events for the initiative lead and representative.
• Group’s Representatives: This zone is displayed for a representative group and lists the individual representatives who are members of the group.
• Representative’s Groups: This zone is displayed for an individual representative and lists the representative groups of which this representative is a member.
Parent topic