Representatives

• The Representatives module allows sales representatives to be created and modified.
• To create a new sales rep, click the New button. Each existing sales rep is displayed in the search area on the left.

Main section

The main section of the Representatives module contains information about each sales representative that has been created, and it is organized under the following column headers:

• First Name - Each representative’s first (or given) name.
• Last Name - Each representative’s last name (or surname).
• Initials - The first letter of at least the representative’s first name, but it can also include their middle and/or last name. So each representative may have one or more initials. It’s okay for multiple representatives to have the same initials.
• Date Created - The month, day, and year (MM/DD/YYYY) each representative was created.
• Date Last Modified - The month, day, and year (MM/DD/YYYY) a change to each representative’s information was most-recently saved.

Action bar

The action bar in the main section of the Representatives module contains two buttons:

• More - Click Change Dates to bring up two options you can change the date in the header to:
  • Date Created - A permanent marker that denotes when a representative was first saved and added to the system.
  • Date Last Modified - A changeable marker that denotes the most-recent date that a representative’s information was changed and saved.
• ADD NEW - Launches the New Representative page to create a new one.

NOTE: You can’t delete a representative from the main section of the Representatives module. You can only do that by clicking a representative and then clicking the DELETE button in the action bar.

How to create a new representative

To create a representative, click the ADD NEW button in the action bar of the main section of the Representatives module. Then fill out the following fields. Required fields are marked by an asterisk:

• First Name* - A textbox to enter the representative’s first (or given) name, e.g., John.
• Middle Name - A textbox to enter the representative’s middle name, e.g., Allen.
• Last Name - A textbox to enter the representative’s last name (or surname), e.g., Jones.
• Initials* - A textbox to enter the representative’s initials.

Repeat this process as many times as you like to record all of your sales representatives. There is no limit to the number of representatives you can create in Fishbowl Drive.

Action bar on a representative’s screen

Once you have entered the representative’s name and initials, you can save them and take other actions by using the following buttons in the action bar:

• SAVE - This saves the representative to the system and lets you stay on this screen.
• SAVE AND CLOSE - This saves the representative to the system and returns you to the main section of the Representatives module where you will see all of your saved representatives.
• DELETE - This opens a popup for you to delete the representative (after they have been saved) by clicking the red DELETE button on the bottom-right of the popup.
• X - This closes the representative without saving. If there are unsaved changes, a message will ask if you want to save before closing.

How to delete a representative

To delete a representative, click their line item in the main section of the Representatives module, and then click the DELETE button in its action bar. Clicking this button brings up a message asking you to confirm your decision. Click the red DELETE button to complete this process.

If the representative is connected to a customer and/or sales order, they won’t be able to be deleted. You will first need to remove them from anywhere that they are used outside of the Representatives module in order to delete them.

Using representatives in other modules

There is a Sales Representative field in the General tab of each customer in the Customers module. This enables you to assign a representative to each of your customers to help you handle commissions and customer service.

When you add that customer to a sales order, their default representative will automatically be added to the Details tab of that sales order.