A Seller is a sales representative. Sellers are assigned to customers, CRM records, quotations and orders.

Where

Sidebar Customers > Seller (/sellers).

Create a seller

1. Open Seller and click the add button.
2. Enter the code, name, email, phone and city.
3. Keep Is Active on and save.
4. Click a row to open the seller detail page.

Where sellers are used

Tips

• Set a seller inactive instead of deleting it when the person leaves.
• Access to records can be limited by seller for some users (seller restriction policy); ask an administrator if you cannot see expected records.