Sales Person
Sales Person is a person who sells your products/services.
A Sales Person represents an individual responsible for managing Sales Transactions and Customer Relationships within the system.
To access the Sales Person list, go to:
It can also be accessed from: Home > CRM > Settings > Sales Person
1. How to Create a Sales Person
Go to the Sales Person list and click on New.
Enter the Sales Person Name.
Select the Employee (optional) for the Sales Person.
Parent Sales Person (optional) If the person reports to another salesperson (hierarchy).
Commission Rate (%) The percentage of the total sales amount that this person will earn as commission.
Tick 'Is Group' checkbox, if you would like to add more Sales Person under this Sales Person.
Click on 'Create New'.
2. Features
2.1 Sales Person in Transactions
You can use salesperson data in sales transactions like sales orders, delivery notes, and sales invoices. Refer to Salesperson in Sales Transactions for more details.
2.2 Assign Sales Targets to Sales Person
You can set sales targets for salespersons and monitor performance. Refer to Sales Target Allocation for Salespersons for more details.