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.