Sales Representative

The Sales Representative workspace provides the sales representatives a centralized dashboard which consists of the critical information and actions required to start the workday efficiently.

You must add the Workspace - Sales Representative permission group on the Groups tab of the Users form to access all the widgets in the workspace.

A Sales Representative can use these widgets to view the required data:

• My Day
• Announcements
• On Your Radar
• Required Actions
• Quick Actions
• Critical Department
• My Salesperson Customer Orders
• Critical Numbers