Multiple Sales Reps

Multiple sales reps can be assigned to one Job, with each getting credit for a percentage of the Job.

1. To assign additional sales reps, click the ellipsis next to the sales rep drop down, and click “Manage Additional Sales Reps”.

2. Click the “Add” button, and select an additional sales rep.

3. Give the additional sales rep a percentage.

4. The percentage for the additional sales rep will be subtracted from the main sales rep.

5. Add additional sales reps as needed, then click okay to save.