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.
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.
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.
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View More7 reviews for Sales Agent – Dash SaaS Add-On
| 5 star | 85% | |
| 4 star | 14% | |
| 3 star | 0% | |
| 2 star | 0% | |
| 1 star | 0% |
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Contact Us for Support :
-
You will get immediate support from our support desk. Please visit here https://support.workdo.io/
Item support includes:
- Answer pre-sale questions or query
- Answering technical questions about item's features
- Assistance with reported bugs and issues
- Help with included 3rd party assets
- Free Installation services in some cases
However, item support does not include:
- Customization services
Check Documents & Tutorials
Very good module client appreciated it..
So far, I like everything. They helped me with the system installation. The product works great, I hope they wont abandon it. Good luck!
the Team deserve 5 Star for following reason; 1- Customer Support2- Feature Availability3- Design Quality 4- Documentation Quality
I really like the feature
Fantastic code and beautiful design