Sales Agent
Manage agents, sales programs, and order transactions with a centralized system designed to streamline your sales operations and team coordination.
Key Features
Centralized sales agent profile management
Program assignment with discounts and related items
Track agent performance and contact details
Streamlined order processing and monitoring
Integrated views for transactions and invoices
Supports agent onboarding and activity tracking
Organize Agent Profiles Effectively
Manage your sales team with detailed agent profiles that include territory, contact details, and assigned programs. Easily access performance notes to support strategic decisions.
Track Programs and Participation
Maintain oversight of all sales programs—view active ones, assigned agents, and approved participants. Keep everything related to discounts and products linked for transparency.
Simplify Order & Transaction Flow
Access order records in a structured format, view related agents and programs, and monitor invoice and delivery status. The sales cycle is now easier to manage from start to finish.
Full Description
Sales Agent – Simplify and Scale Your Sales Process
The Sales Agent Add-On is designed to make your sales operations smarter, faster, and more organized. Whether you manage a growing team or a regional network of sales professionals, this module brings clarity and control to your day-to-day activities.
Agent Profile Management
Manage agent profiles in a centralized database. Include all essential details—contact information, assigned territories, performance notes, and program involvement. Easily update profiles and streamline communication across your team.
Program Overview and Assignment
Sales programs are easier to manage with an intuitive dashboard that displays all ongoing initiatives, linked agents, product discounts, and approved participants. Keep all program information accessible and editable in one place.
Seamless Order Tracking
The Orders section keeps your transaction records organized. Track orders by agent, value, invoice, and delivery status. View all related documents and program connections in one click, minimizing confusion and improving turnaround times.
Better Team Coordination
With transparent access to sales data and agent performance, managers can improve accountability, track participation, and assign future campaigns effectively. The result is a unified, data-driven sales operation.
Whether you’re managing regional agents, product-based programs, or direct-to-consumer channels, this Add-On gives you the tools to succeed and grow with confidence.