1. Add the Salesperson to Your Sales Team:
    Start by ensuring the salesperson is listed in your Blakthumb CRM's sales team.

  2. Steps to Add a Salesperson:
    2.1 Navigate to Configuration > CRM> Employees.
    2.2 In the top right corner, click on the **+ Add Employee** button.
    2.3 Now, fill in the following details for the salesperson:
    • Full Name
    • Email
    • Phone Number
    • Address
    • Role: Choose between Admin (full access) or Team Member (limited access).


 

That's it! Your salesperson is now added and ready to be associated with orders. For instance, you can use this feature to assign commissions to team members based on their sales.3

Now, you can manually create an order and assign a salesperson to it.

  1. Begin by navigating to Orders > + Add New Orders > Sales Orders. 
  2. After selecting your customer and setting the transfer date and time, you'll find a dropdown option to choose a salesperson.
  3. Select your desired salesperson from the dropdown.
  4. .Continue with the remaining order details