🎇Rules

Sales Team

The sales team consists of multiple sales person and one sales manager. The sales team is created and maintained by the system administrator.

User Roles

There are three user roles: Sales Executive, Sales Manager, and Sales Person.

Role Permissions

Sales Person

• Add customer and contact information

• Query the customer and contact information assigned to you

• Create sales project

• Query sales projects associated with oneself

• Create a customer follow-up record

• Query the follow-up records created by oneself

• View information of other members in the sales team one belongs to

• Maintain personal account

• Viewing one’s own performance statistics

Sales Manager

• Having all the permissions of the sales person role

• To view all sales projects and customer follow-up records for your team

• Assigning customers to sales person within the team

• Viewing the sales team’s performance statistics and every sales person performance statistics

Sales Executive

• The sales supervisor role has no input operations and only has view permissions

• Viewing all sales projects and customer follow-up records

• Viewing the performance statistics of all sales teams and the performance statistics of each sales person