Sales Rep Quick Start Guide

Everything you need to know to manage buyers and track orders

Welcome Sales Representative!

As a sales representative, you can manage buyer relationships, track orders, monitor sales performance, and communicate with buyers and suppliers. This guide will help you get started quickly.

Follow the steps below to set up your account and start managing your buyers effectively.

Step 1: Complete Your Profile

Set up your sales representative profile with your contact information and territory details.

  • Navigate to your profile settings
  • Add your contact details and territory information
  • Upload a professional profile photo (optional)

Step 2: View Your Assigned Buyers

Access your list of assigned buyers and their account information.

  • Go to "My Buyers" section in your dashboard
  • Review buyer profiles and contact information
  • Check buyer order history and preferences

Step 3: Monitor Orders

Track orders from your buyers and monitor their status.

  • View all orders from your assigned buyers
  • Track order status and delivery progress
  • Receive notifications for order updates

Step 4: Communicate with Buyers

Use the messaging system to stay in touch with your buyers.

  • Send messages to buyers directly
  • Use order chat for specific order discussions
  • Respond to buyer inquiries promptly

Step 5: Track Performance

Monitor your sales performance and buyer activity.

  • View sales analytics and reports
  • Track buyer ordering patterns
  • Identify opportunities for growth

Quick Tips for Success

  • Check your dashboard daily for new orders and updates
  • Respond to buyer messages within 24 hours
  • Keep buyer contact information up to date
  • Use analytics to identify trends and opportunities

Need More Help?

Contact our support team if you have any questions