Salespeople

In the Vendasta CRM, salespeople are the primary users who interact with clients and manage accounts. This comprehensive management system covers salesperson profiles, credentials, and contact information to ensure effective client relationships. Salespeople profiles enable personalized experiences, connect representatives with their tools, and provide the foundation for customized client communications. The Salespeople section serves as the central hub for managing your sales team's access, permissions, and profile information.

Why use salespeople management?

Salespeople management eliminates administrative overhead while enabling personalized client interactions and professional representation across all touchpoints.

What's included

• Password management: Credential management and password reset procedures for sales team access
• Contact information management: Profile updates and contact details for professional client representation
• Salesperson administration: Proper procedures for adding, editing, and removing salespeople from the system
• Integration capabilities: Connect salespeople with Snapshot Reports, Business App, and campaign personalization

Get started

1. Navigate to salespeople management

   • Go to Partner Center > Administration > My Team
   • Access your sales team management workspace

2. Edit a salesperson profile

   • Find the salesperson you want to edit
   • Click the ⋮ (three dots) next to their name
   • Select Edit Salesperson

3. Configure salesperson details

   • Edit name and contact information
   • Update job description
   • Scroll down to the salesperson photo section to add a photo
   • Configure permissions for the salesperson

4. Connect integrations

   • Link salespeople to their Snapshot Reports
   • Configure Business App personalizations
   • Set up booking links and scheduling tools

Edit salesperson contact information

The CRM allows you to connect your salespeople with their Snapshot Reports, Business App, and campaign emails by adding in their personal contact information. When contact information is set for a salesperson, their details will automatically appear across various client touchpoints for a professional, personalized experience.

Where salesperson information appears

Snapshot Report sidebar

When contact information is set for a salesperson, their details will automatically appear in the sidebar of any Snapshot Report created or updated by them.

Snapshot Report printout

Contact information will also appear on the Snapshot Report printout.

Business App

A salesperson's contact information will appear in Business App when a client is looking at the "Your Rep" section.

Campaign emails

You can also set up a default sender for campaigns - this would be your company's information, with your logo, etc. Alternatively, you can choose to have campaign emails come from each salesperson. To do this, the system pulls in the salesperson's contact information.

How to edit salesperson contact information

To add or edit salesperson contact information:

1. Go to Partner Center > Administration > My Team
2. Find the salesperson you want to edit
3. Click the ⋮ (three dots) next to their name
4. Select Edit Salesperson
5. Update their contact information, job description, or scroll down to add a photo
6. Click Save

Available contact fields

• First Name - The salesperson's first name
• Last Name - The salesperson's last name
• Title - Their job title (e.g., Account Manager, Sales Rep)
• Email - Their work email address
• Phone - Their work phone number
• Photo - A professional headshot (recommended size: 150x150 pixels)

Best practices

• Ensure all salespeople have complete contact information for a consistent client experience
• Use professional photos that are properly sized and cropped
• Keep contact information up to date, especially when staff changes occur
• Use consistent formatting for phone numbers and job titles across your team

Password management

Maintaining secure access for your sales team is essential for protecting client information and ensuring smooth operations. The password reset functionality allows administrators to help salespeople regain access to their accounts when needed.

How to reset passwords for salespeople

To reset a salesperson's password:

1. Go to Partner Center > Administration > My Team
2. Find the salesperson whose password needs to be reset
3. Click the ⋮ (three dots) next to their name
4. Select Edit Salesperson
5. Click Send Reset Password Email

The salesperson will receive an email with instructions to create a new password. This process ensures security while allowing quick resolution of access issues.

Delete salespeople

When a salesperson leaves your organization or no longer needs system access, you can remove them from the CRM. This process requires careful consideration as it has permanent effects on account assignments and data access.

How to delete salespeople

To delete a salesperson:

1. Go to Partner Center > Administration > My Team
2. Find the salesperson you want to delete
3. Click the ⋮ (three dots) next to their name
4. Select Delete or Remove
5. Confirm the deletion

caution

All salesperson deletions are permanent. Before clicking Delete, make sure you want to delete this salesperson. Any accounts that were assigned to the salesperson before deletion will become unassigned. A Partner Center admin can reassign these accounts.

Why a salesperson can't see companies assigned to them

Assigning a salesperson to a Company record is not enough for them to see it. Access to companies in the CRM requires two things to match:

1. The salesperson must have the appropriate CRM role/permissions.
2. The Company's market must be one the salesperson is assigned to.

If either layer doesn't match, the salesperson won't see the company — even if they're listed as the assigned salesperson on the record.

How to check and fix a market mismatch

Check the salesperson's market assignment:

1. Go to Partner Center > Administration > My Team.
2. Click the three dots next to the salesperson and select Edit Salesperson.
3. Review the Markets field to see which markets they're assigned to.

Check the Company's market:

1. Open the Company record in Partner Center > CRM > Companies.
2. Click Edit and go to Basic Information.
3. Check the Market field.

Fix: Update either the salesperson's market assignments or the Company's market so they match. Once they do, the salesperson will be able to see the Company in their CRM view.

Administration and management

Manage your salespeople by going to Partner Center > Administration > My Team. This centralized management interface provides all the tools needed to maintain accurate salesperson information and ensure proper system access across your organization.

Frequently asked questions

What happens to accounts when I delete a salesperson?

When you delete a salesperson, any accounts that were assigned to them will become unassigned. A Partner Center admin can reassign these accounts to other salespeople. The deletion is permanent and cannot be undone.

How do I add a new salesperson to the system?

To add a new salesperson, go to Partner Center > Administration > My Team, then click Add Team Member. Fill in their contact information and set appropriate permissions for their role.

Can salespeople reset their own passwords?

Salespeople can use the standard login page password reset functionality. However, administrators can also reset passwords for salespeople through Partner Center > Administration > My Team when additional assistance is needed.

Where will my salesperson's photo appear?

Professional photos you upload for salespeople will appear in Snapshot Reports (both sidebar and printout), Business App contact cards, and campaign emails when the salesperson is set as the sender.

What's the recommended size for salesperson photos?

We recommend using professional headshots sized at 150x150 pixels. Photos should be properly cropped and professionally presented to maintain a consistent client experience.

Can I bulk edit salesperson information?

Currently, salesperson information must be edited individually through Partner Center > Administration > My Team. Each salesperson's profile can be accessed by clicking the ⋮ (three dots) next to their name and selecting Edit Salesperson.

How do I add a booking link to my salesperson's Business App profile?

Booking links for Business App are configured in the salesperson profile under the "Book a meeting link" field. For detailed instructions, see the Add a booking link in the Business App contact card article.