How to Create and Manage Sales Representatives

How to Create and Manage Sales Representatives

To add Sales Representatives to the system, follow the steps below:

Step A: Create Users in IAM

  1. Follow the steps in the manual below on how to create a roles and assign to users.
    roles-and-permissions-management
  2. If the users do not exist, create their profiles, assign the appropriate Sales Rep role, and set the Label as Sales Rep
    How to create users and assign roles
  3. If the users already exist, simply edit their profiles and update their role to the Sales Rep role you’ve created.

Step B: Refresh in LMS

  1. Once the users have been created, go to Loan Management System (LMS) and on sales select Sales representatives.
  2. Click on Refresh Sales Representatives.

Step C: Edit Sales Rep Profiles 

  1. You can edit the sales rep profile on LMS by clicking the pen icon under actions

  2. Fill the details below as required


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