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Sales Person

A sales person is someone who sells units. The record holds the name, the national identity number and contact details.

Where
Real Estate › Sales Person
Who uses it
Sales management
When
At setup
Needs first
Nothing

What it is for​

Sales people are named on a Sales Agreement Request. The record does not compute commission.

Every field in plain words​

FieldWhat it meansWhat to put
Sales PersonThe codeA short code. Required; unique
First Name
Last Name
C.N.I.C.The national identity numberThe ID number (CNIC in Pakistan)
Mobile
Email
BlockMarks the record as blockedTick to mark it blocked

How to configure it​

Nothing beyond the list.

Scenarios​

  • Each agreement should show who sold it. Keep every sales person here.

What it is connected to​

If something looks wrong​

  • Save refuses and marks the code. The code is empty, or another record of this screen already uses it. Codes must be unique; type a new one.