Sales consultants are those responsible for clients entering into a contract or recurring charge agreement.
View Sales Consultants
By default, choosing the Sales Consultants option displays a list of all existing sales consultants under the following headings:
- Actions – Click Select to open a detailed view of the sales consultant. See Edit Sales Consultant below.
- First Name
- Last Name
- Consultant Ref
- Is Manager – true = yes
- Email Address
- Billdozer Id
Edit Sales Consultant
- Click Select next to the sales consultant that you want to edit.
- Click Edit, and edit the required fields (see above).
- Click Save when complete to save the updated sales consultant information.
Delete Sales Consultant
Click the Delete Sales Consultant (trashcan) icon next to the required sales consultant if you want to delete the selected sales consultant.