How do I add a sales rep in DigitBridge?

Here are step-by-step instructions on how to create, edit, and delete sales representatives in your DigitBridge account.

First, in the ERP Module, you will navigate to Admin Tools> Customer & Vendor Settings > Sales Representative Entry on the left side menu bar.

Click Add Line.

Note: Sales Rep info has been covered up for privacy.

Click on the plus sign next to the new line.

In the expanded section, enter the sales rep name, email address, Sales Rep # (a unique identifier for that sales rep), set their type (are they an individual contributor? A manager?), status (active or inactive), commission %, etc. Click the minus sign to collapse the rep information into a single line.

Hit Save.

Click Yes.

To Delete a Sales Rep, expand their line by clicking the plus sign next to their email address. Click Delete Item.

You can also edit existing reps by expanding their line, making changes to any fields needed, and hitting Save when you're done.

See related:

How do I create a customer? (use this guide to learn how to assign a sales rep to a customer)

How do I use the sales commission report?