Add Salespeople

Salespeople can be added or modified under Settings. If you are not able to create or edit Salespeople, ask one of your Systemize Admin users to modify your permissions.

  1. Go to Settings > Job > Salespeople.
  2. Click +Create.
  3. Enter the name or names of the Salespeople you want to add.
  4. Click Save.
  5. The new names are now available in the drop-down list in the Job Info area of all Jobs.