How to add a salesperson to Adminbase [Video]

In this training video, you can learn how to add a salesperson, sales manager and sales director to AdminBase. It will also show you how to organise the salespeople within the diary.

In Brief

  • Navigate to Settings → Salespeople to add a new salesperson

  • Enter their name and make sure to chose their relevant position by tick (Salesperson, Sales Manager or Sales Director)

  • After first adding a sales manager or sales director, you can then assign other salespeople to their manager/director by selecting them within the dropdown

  • You can change the order that the salespeople appear within the diary by entering a number into the Diary Order field

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