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How to add Personnel as a Sales Rep
How to add Personnel as a Sales Rep

This article will show you how to easily attach a 'Sales Rep' designation to your personnel members so they can be added to a Work Order

Product Education Team avatar
Written by Product Education Team
Updated over a week ago

In order to add Personnel members to your Work Orders as a Sales Representative you need to make sure this setting is enabled for each of your team members who function as a sales representative within your business.

To do this first go to your Personnel page in ServiceBridge

In the Personnel section click on the user you wish to designate as a Sales Rep for your account. ย 

In this example we will make Barry a sales rep.

Go down to Payroll Setup in the Personnel record and click on Edit.

Make sure 'Is Sales Representative' = Yes and click save.

Now you will be able to select this Personnel from the Sales Rep dropdown whenever you create a new Work Order in ServiceBridge.


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