A sales co-ordinator is set up via 'roles' in the CMS. A user must have this role assigned to them to see the sales co-ordinator features. A sales-co-ordinator can be assigned to multiple Account Managers.
An Account Manager can have multiple sales co-ordinators assigned to them.Once one or more users are set up with the role of sales co-ordinator, you can then edit an Account Manager and apply users as Sales co-ordinators using the searchable drop down.
Registrations
Sales co-ordinators will be notified via email of any new registrations for their associated Account Manager/Territory.
Sales co-ordinators can review pending registrations, assign a Company and review or reject the registrationMeeting set up (website)
Sales co-ordinators can set up meetings on behalf of the Account Manager. In the meeting host drop down, they will see a list of all Account Managers they are associated to (whether via direct relationship or territory association).
The lists of all buyers associated to the Account Manager who has been chosen as the host (whether via direct relationship or territory) will be available for the Sales co-ordinator to add to the meeting (1 list)
The Sales co-ordinator can add pre-meeting notes and list items notes via the website, which will sync through to the iPad app
The Sales co-ordinator can go back and view old meetings + notes and re-send the summary email via the website
The Sales co-ordinator can also set themselves as the host of the meeting
In meeting (iPad app)
The Account Manager set as the host can log in to the iPad app to see the meeting. The Sales co-ordinator cannot see or edit a meeting which they are not the host of via the iPad app
The Account Manager can start the meeting, add to list, make notes, send the summary email and sync back to the website.
Lists
The Sales co-ordinator can only see their own or Global Lists. Account Managers buyers lists are not visible within the Lists section of the website
Reporting
The Sales co-ordinator can see reporting data for all users assigned to the Account Manager (whether via direct relationship or territory).
If the Sales co-ordinator role is edited in the CMS, the view will update, e.g. if 'view reporting all users' is checked, all Sales co-ordinators will be able to see reporting data for all users