What is Salesperson/Agent

Quick Steps: Menu > Setup > Sales Team > Invite New Member > Invite

In this article:

• What is Salesperson
• What is Agent
• Salesperson/Agent Dashboard View
• How to Invite

Salesperson

Assign your sales team as Salesperson if you wish to have the leads distributed equally between your team members. Kindly note that all salesperson will have the same link for WhatsApp Form & Sales Page.

Agent

Assign your sales team as Agent if you require them to find their own prospects. Kindly note that Agents can get their own unique link for WhatsApp Form & Sales Page. 

Salesperson/Agent Dashboard View

Your sales team will not have full access to your Yezza settings. Their view is limited to:

• Their own customers list
• Inventory Count
• Product List
• Own Order Management

What they cannot see:

• Other agents customers list
• Admin's sales performance
• Billing Details
• Subscription Details
• Payment and Shipping Settings

How To Invite

1. On Menu, click Setup > Sales Team. 

2. Click Invite Sales Member

3. A form will appear, key in your team's phone number or email address

4. Select the role. It could be Admin/Salesperson/Agent

5. Click Invite to finish.

6. The invited person will first receive an invitation via email/SMS/WhatsApp. Click on the invitation link.

7. Next, they will be redirected to Yezza website to register under your company. 

8. Once they have completed above steps, you will see their names appearing on the list of 'Sales Team'. 

9. You may then assign them at your Yezza Store, Whatsapp Form or Sales Page to start selling.

-