Sales Agents Overview | Zayls

by Zayls
5 years ago

Sales Agents Overview

Sales Agents are tagged to a Customer Account Group and will be used in record-filtering and report generation.

You can filter records in two ways:

  • Search by name
  • Using Filters

Search by name:

  1. Go to Search by name box at the top of the Sales Agents list.
  2. In the Search by name box, type the sales agent name you are searching for. The list will load the moment you stop typing.
SA Search by Name 1

Using Filters:

  1. Click Filters beside the Search by name
  2. The records can be filtered by the sales agent’s Status (Active, Disabled, All).
SA Filters

Export Sales Agents to PDF or Excel:

  1. In the Sales Agents Overview, click Export. 
  2. There are three Export options: Export to PDF, Export to Excel, and Export to Excel (Detailed). Click your desired format. 
  3. Upon clicking your desired formatthe file will be automatically downloaded to your computer. 
  4. You may also view the Export History of the report.