We are excited to unveil an addition to our platform that can improve customer interactions and streamline sales management – the Secondary Sales Consultant feature. Now, connecting with your customers and managing your team’s commissions is more seamless and efficient than ever before.
How does it work?
Designate a secondary sales consultant on your invoices
With the Secondary Sales Consultant feature, you can now designate a secondary sales consultant on your invoices. This provides a clear and direct line of communication for your customers, enhancing the customer experience and fostering stronger client relationships. Click Add another sales consultant to include a secondary consultant on the invoice. This also reinforces the team effort behind each sale.
Report on sales performance
The Secondary Sales Consultant feature allows you to generate detailed reports on sales commissions and other payables. Keep a pulse on your team’s success and effortlessly manage your financials with comprehensive reporting at your fingertips.
Foster collaboration
Sales consultants are integral to your success, and now they can be seamlessly integrated into your workflow as collaborators on your account. Foster a collaborative environment by bringing your team together, ensuring everyone is on the same page and working towards shared goals.
How to Get Started
Simply log in to your account, navigate to Sales > Invoices, and open a current invoice.
Click Add Another Sales Consultant and select the appropriate person from the list.