Sale!

Sales Agent – Dash SaaS Add-On

(9 Reviews) (98 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    17 April 2025

  • Published:

    25 October 2023

$39
STRONG BRAND

Centralized Agent Profile Management

The Sales Agent Add-On provides a centralized space to manage detailed agent profiles, including contact info, assigned programs, territories, and performance notes. This organized setup streamlines onboarding, improves role assignment accuracy, and enhances performance tracking. With a clear overview of each agent’s contributions, managers can communicate more effectively, assign tasks efficiently, and make strategic decisions that support long-term growth.

Sales Agent
Sales Agent

Access to Sales Activities and Program Information

With this Add-On, it becomes easy to keep up with agent activities and program details as they evolve. The Programs section helps you view active sales programs, assigned agents, approved participants, discounts, and related items—all in one place. This makes it easier to manage campaign-related efforts and gives your team the clarity needed to work more efficiently and make timely decisions.

Streamlined Order and Transaction Management

The Orders section provides a straightforward way to manage all transactions. Key information like order numbers, agent names, order dates, values, invoice numbers, and delivery statuses is presented in a well-structured format. Clicking on any order allows you to view connected purchase orders and program data, making it simple to monitor each transaction from start to finish, while reducing manual tracking and avoiding bottlenecks in the process.

Sales Agent
From our system

Screenshots from our system

To explore the functionality and usage of these Add-Ons, refer to the accompanying screenshots for step-by-step instructions on how to maximize their features.

Additionals

Discover More Add-Ons

Unlock even more functionality with additional Add-Ons, providing enhanced networking and customization options for your Dash SaaS experience.

Beauty Spa Management

Beauty and Spa Management Integration is poised to revolutionize salon management. From its effortless booking processes and flexible payment options to efficient backend management tools, this module is a testament to the commitment to simplicity and efficiency.

View More

Asana Project Management

The Asana Project Management Add-on in Dash SaaS empowers teams to handle projects, tasks, and collaborations effortlessly. With this integration, you can manage multiple workspaces, streamline task assignments, and keep projects on track—all from a single platform.

View More

Xero

Connecting Xero to your system makes it easier to handle your daily accounting tasks. It helps bring all your important financial details into one place and keeps everything updated on its own.

View More

Payfast

Payfast supports various payment options, including credit and debit cards, instant EFT, and Masterpass, and can be integrated with plugins available for popular platforms like WooCommerce.

View More