How To Create Unique Link For Agents

This article consists of 2 parts:

1. Assign agents to sell

2. How agents will find their links

1. Assign agents to sell

Once you have invited your agent following these steps, you may begin to assign them to do selling.

To do so, firstly you would have to create Whatsapp Form following these steps.

While doing this, at the "Who's selling' part, simply choose the particular agent to be attached.

Note that this agent will then be selling by using the particular Whatsapp Form. Therefore, ensure you have attached the correct products in it. Typically, it should not contain the same products with the same prices like the ones you're selling to your customers.

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2. How agents will find their links

If you have invited your agents, they will then be able to login to the same Yezza account. However, agents will not be able to amend anything in there. Several things will also be hidden from them, eg the billing/subscription tab.

Once in, on Menu > Setup > Whatsapp Forms, the agents will be able to view all the forms that are assigned to them by the admin. They will not be able to see forms that are assigned to other agent/salesperson.

Below is the view from agent's side. Notice that only 2 forms appear for the agent:

Meanwhile below, is the view from Admin's side. All the created forms are there.

Agent may use/share their Whatsapp Form to start selling. Simply following these steps.

Below is an infographic explaining the difference between Admin, Salesperson, and Agent.

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