Preview: Sales Agent Management plugin for RISE CRM
Note: This is a plugin for
RISE – Ultimate Project Manager & CRM. Not a standalone script. This plugin requires the Inventory Management plugin to be installed.
Table of Contents
Brief description
Sales Agent Management Plugin is your solution for managing your company’s sales agents and their commissions. While sales agents create new customer profiles and keep track of their orders, admins can set commission percentage values for sales agents and view important sales data on their dashboards. Sales agents also have dedicated dashboards. They can review information about their customers, orders placed, commissions accrued, and other statistical data.
This solution has everything you and your sales agent team need to boost your revenue.
Plugin Features
- Dashboard
- Agents Management
- Sales Agent Programs Management
- Orders Management
-
Sales Agent Portal:
- Dashboard
- Projects
- Sales Agent Programs
- Product Management
- Customer Management
- Purchase Management
- Purchase Order Management
- Supplier Contract Management
- Supplier Invoice Management
- Inventory Management
- Receiving Voucher Management
- Dlivery Voucher Management
- Warehouse Management
- Inventory History
- Sales Management
- Sales Invoice Management
- Payment Management
- Tickets Management
- Settings:
- General Settings
- Customer Group Management
- Integration:
Demo
Set-up
Included documentation will help you upload and activate the plugin inside RISE – Ultimate Project Manager & CRM, if you are not aware on how to do it.
Support
Our support team is always around to help. Feel free to raise a support ticket.
Guys from support department will get back to you as soon as possible with a reply, guiding you through any issues.
Changelog
Version 1.0.0 / 2024-07-12
Initial version
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