Sales Rep
The Sales Rep access right in Service Geeni allows users to manage sales representative records.
Purpose
Users can create and maintain sales representative records used within the system.
Sales representatives may be assigned to customers, prospects, or records to track ownership and responsibility.
These records can also be used alongside Sales Area to organise sales activity by territory and support reporting.
Where It Is Used
• Records
• Customer & Site Records
Permission Options
• Create
• Delete
• Edit