How to become a Sales Person

Introduction

This article outlines the essential steps to configure a user as a Sales Person within the Fortix system, ensuring their visibility across various modules such as Quotes, CRM, and Reports. By following these instructions, you can properly set up an individual with the necessary roles and team assignments to function effectively as a Sales Person.

To appear as a Sales Person across the Fortix system
(e.g., in Quotes, CRM, Reports), follow these steps:

Step 1: Create a Fortix Account

• Ensure the individual has an active user account in Fortix.
• This can be done via Company Profile > Add New Contact Person in the Company Profile section.
• Fill out the required details and click Save.
  
  Related Help: -Add a New Employee User

Step 2: Assign Sales Person Role

• Navigate to the Action Dropdown, click on USER ACCESS and edit their Roles.
• Click the role from the available options.
• This enables system-wide visibility as a Sales Person.

Step 3: Add to the Relevant Team

• Go to Teams > Edit Team Members. ?teams
• Include the user in the appropriate team to ensure proper access and visibility.
• This step also supports permissions and workflow alignment.

Result: System-Wide Visibility

Once these steps are completed:

• The user will automatically appear in the Sales Person field across modules like Quotes, Leads, and Reports.
• No further configuration is needed unless a default Sales Person needs to be changed.