Create or Edit a Sales Agent - Smarter Sales & Inventory Management | Zayls

by Zayls
3 years ago
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Knowledge Base Accounts | Create or Edit a Sales Agent

Create or Edit a Sales Agent

Create a Sales Agent:

  1. In the Sales Agents Overview, click New Sales Agent.

2. In the New Sales Agent dialog, enter the new sales agent’s Name. You may also enter the sales agent’s Contact Number.

3. Once you are done, click Save to save the new sales agent or Cancel to terminate the form.
4. A successful message will appear at the top-right corner.

Edit Sales Agent Details:

Zayls allows you to edit contact details after creation to keep the system updated.

  1. Click the Sales Agent you want to edit.
  2. Click Edit.

3. Enter the new details and then click Save located at the bottom. A message will appear if the sales agent is updated successfully.

Add Comments to a Sales Agent:

The comment feature allows you to leave important messages to keep everyone informed.

  1. In the Sales Agent record, scroll down to the Comments section.
  2. Enter your message in the Comment.
  3. You may also add attachments such as photos or files. Click Add attachment below the Comment. A Dialog box asking the location of the file will appear. Click the file you want to upload and then click Open.
  4. Once finished, click Post. A successful message will appear, and the new message will display on top of the conversation.

Edit or Delete a Comment:

  1. Find the particular comment you want to edit or delete.
  2. Click .
  3. Choose Edit to change the message or Delete to remove the message.

Only accounts with admin account type can delete comments made by other regular users.