Welcome to this comprehensive guide on using the Sales Partner Type feature in Empress. This feature is a vital tool in your business’s selling module, allowing you to categorize and manage your sales partners based on their roles or functions.
Introduction: What is the Sales Partner Type feature?
The Sales Partner Type is a feature in Empress that enables you to assign a specific ‘type’ to your sales partners, allowing for more efficient tracking and management. This is particularly useful for businesses with a diverse range of partners, as it allows you to sort and filter them based on their type.
How to Use the Sales Partner Type Feature
-
Viewing the Sales Partner Type: Navigate to the ‘Selling’ module in your Empress dashboard, and select ‘Sales Partner Type’. Here, you will see a list of all your sales partner types. Each type is unique, ensuring no two types are the same.
-
Adding a New Sales Partner Type: To add a new type, simply click on the ‘Add New’ button at the top right of the screen. You will be required to input the name of the new sales partner type, which must be unique.
-
Editing an Existing Sales Partner Type: If you need to change the name of a sales partner type, click on the type you wish to edit, change the name, and hit ‘Save’.
-
Sorting Sales Partner Types: You can sort your sales partner types based on when they were modified by clicking on the ‘Sort’ button and selecting ‘Modified’. The list will then be sorted in descending order, with the most recently modified types appearing at the top.
User Permissions and Roles
In the context of the Sales Partner Type feature, the ‘System Manager’ role has full permissions, including create, delete, email, export, print, read, report, share, and write permissions.
Summary
The Sales Partner Type feature is an invaluable tool for businesses, enabling efficient management and categorization of sales partners. By leveraging this feature, you can streamline your partner management process, saving time and reducing hassle.
For additional assistance or information on using Empress, please refer to the Empress user guide or contact our support team.