Adding Sales Reps

Set up a Sales Rep to work distributed leads and registered deals. A Sales Rep doesn't have access to the partner portal - they work their leads and deals via email, or in their CRM, as applicable.

1. Navigate to  > Settings.
2. Select Sales Reps in the left-hand sidebar.

3. Click New Sales Rep.

4. In New Sales Rep,  provide this information as required:

   Parameter	Type	Description
   Email	Text	The email address serves as the primary identifier of a Sales Rep.
   First Name	Text	The Sales Rep's given name.
   Last Name	Text	The Sales Rep's family or surname.

5. Click Save. The new Sales Rep is listed in the Sales Reps list.

   To ensure that the Sales Rep gets notified of new leads, go to  > Lead Management > Default Lead Notifications. For more information, see Lead Management.

   To add the Sales Rep as the default Sales Rep for new deals, go to  > Deal Management > Default Sales Rep. For more information, see Deal Management.