Employee Setup

When setting up a new salesperson use their initials for the IFPOS and always tell the customer to make sure if a salesperson leaves the company that they do not create a new employee listing for the next salesperson.  It is very important that they always change the name of the old to the new salesperson.  This is important for two reasons.  #1.  The old unsold customers do not fall through the cracks because the new salesperson is totally responsible and #2.  This is very helpful in giving a new salesperson a leg up.  It is important that the customer understand that they will need to keep separate track of when the old salesperson left so if they pull a report it be dated correctly so the sales numbers do not overlap.

 

Setup

Show the dealer the setup page for Actions so they know where they can change the Employee Actions on the Customer Details Screen

Demonstrate how to change the customizing of Advertising Products and Reasons.