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Sales Agent – Dash SaaS Add-On

(9 Reviews) (102 Sales)
  • Pre-Required : WorkDo Dash SaaS
  • Free 6 Months of Support
  • Free Lifetime Updates
  • 100% Money Back Guarantee
  • Last Update:

    13 June 2025

  • Published:

    25 October 2023

$39
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View WorkDo Dash SaaS Documentations

Explore WorkDo Dash SaaS User Manual

How to install Dash Add-On
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.

Sales Agent
Additionals

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WorkDo.io is a versatile SaaS and ERP Solution provider designed to help businesses streamline their operations and improve efficiency. It offers a wide range of powerful tools and modules, including project management, HRM, accounting, CRM, inventory, and workflow automation. Tailored for startups, SMEs, and growing enterprises, WorkDo.io provides customizable dashboards and an intuitive interface to manage daily business activities with ease. Its all-in-one platform allows teams to collaborate, monitor performance, and automate repetitive tasks—eliminating the need for multiple disconnected tools. With regular updates, a strong support system, and user-friendly design, WorkDo.io empowers businesses to centralize their operations, enhance productivity, and make data-driven decisions. Whether you're managing teams, finances, or customer relations, WorkDo.io offers a reliable and scalable ERP solution suited for modern business needs.