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Preview: Sales Agent Management plugin for RISE CRM
Be aware: This can be a plugin for
RISE – Ultimate Project Manager & CRM. Not a standalone script. This plugin requires the Inventory Management plugin to be put in.
Table of Contents
Transient description
Sales Agent Management Plugin is your resolution for managing your organization’s gross sales brokers and their commissions. Whereas gross sales brokers create new buyer profiles and preserve observe of their orders, admins can set fee proportion values for gross sales brokers and think about vital gross sales knowledge on their dashboards. Sales brokers even have devoted dashboards. They’ll assessment details about their prospects, orders positioned, commissions accrued, and different statistical knowledge.
This resolution has the whole lot you and your gross sales agent workforce want to spice up your income.
Plugin Options
- Dashboard
- Brokers Management
- Sales Agent Applications Management
- Orders Management
-
Sales Agent Portal:
- Dashboard
- Tasks
- Sales Agent Applications
- Product Management
- Buyer Management
- Buy Management
- Buy Order Management
- Provider Contract Management
- Provider Bill Management
- Stock Management
- Receiving Voucher Management
- Dlivery Voucher Management
- Warehouse Management
- Stock Historical past
- Sales Management
- Sales Bill Management
- Cost Management
- Tickets Management
- Settings:
- Basic Settings
- Buyer Group Management
- Integration:
Demo
Set-up
Included documentation will assist you add and activate the plugin inside RISE – Final Mission Supervisor & CRM, if you’re not conscious on the way to do it.
Assist
Our assist workforce is all the time round to assist. Be happy to boost a assist ticket.
Guys from assist division will get again to you as quickly as doable with a reply, guiding you thru any points.
Changelog
Model 1.0.0 / 2024-07-12
Preliminary model
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