Note: To view Sales by Salesperson, go to Dashboard>Reports>B2B Sales>By Salesperson

Apply any salesperson to a transfer

Track each Sales Contacts sales

  1. From the Dashboard select Sales.
  2. Select a Transfer ID of the manifest to add a Salesperson to.
  3. Find the Sales Contact dropdown menu.
  4. Pick a Salesperson from the list.
  5. Select the Floppy Disc button (Save.)