Move Over 10in1

How Do I Add Or Remove An Employee?

Select Employee, then New. This brings up a new employee line. Fill in the blanks. Select Save. Then select Showroom Employees. Double click the new employees name in the upper right list and you will see it appear on the lower left list. They have now been assigned to that showroom. Select Save then exit. Their name will now appear on the TRAX Up Board.

To remove an employee select “Showroom Employee” find the employees name on the lower left list and double click, then save. Their name has been removed from the rotation, but there information will not be deleted.

What should I do if a salesperson leaves and we want to divide up the customers he or she is working with between the veteran salespeople?

This is a great question and one we get all the time. Our database is not able to take and shift customers easily from one existing salesperson to another. We have added several security features that prevent exactly this.

My suggestion is when a salesperson leaves to change the name of the person who is leaving to the name of the new salesperson. The benefits are as follows:

1. The new salesperson gets a leg up and this first period of training on the floor is much easier.

2. You are assured that customer service is more likely to be perfect and no one will not be forgotten or lost in the shuffle. This new sales associate is totally responsible for all follow up.

3. A letter of introduction should be sent out introducing the new salesperson (a sample is on our web site). This is a good idea unless turnover is a major problem. http://www.traxsales.com/TrainingPage.htm. Section 2, number five.

4. The only down side is that you will need to keep a good record of start dates and end dates regarding reports because the old salespersons sales and numbers will display for the new salesperson. After the first full month this is not a big issue and is mute after time.

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