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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.

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