Add Sales Executives in ServiceFolder application

Add Sales Executive

A company can have separate sales executives for every branch.  To add a sales executive to a particular branch, perform the following steps:

1. Choose the Branch from the drop-down.  


choose-branch


2. Click Settings in the main menu. 

3. Choose the Sales Executive link from the left panel. 


sales-executive-path


4. Choose the + New link from the available links.





5. Enter the Name of the executive in the textbox, which is a mandatory field.

sales-executive-name


6. Click the Save button, to add the sales executive to the branch.