Sales Manager

Learn how to manage sales teams, monitor performance, review pipelines, and support representatives.

36 articles

How to Show/Hide the Sales Commission field?

How To Set Escalation Values For Your Proposals

How To Create A Report Folder

How To Set Up Master Adder Pricing For Sales Organizations From Epc Organizations

How To Set Custom Dealer Fee

How To Create A Report

How To Add A Summary Formula

How To Set Up Battery Pricing For Sales Organizations From Epc Organizations

How To Build A Report

How To Set Market Adjusters

Quality Control For Sales Epc Organizations

How To Set Up And Manage Commissions In Subcontractorhub

How To Build A Dashboard

How To Set Up Commissions For The Solar Battery Job Type

How To Enable Battery Margin For Users

How To Use And Or Filters With Reports

Summary Functions On Reports

Esignature Activity Report Type

How To Set Redline Price For Sales Organizations As An Epc

How To View Commissions

How To Recalculate Commissions In Projects

How To Edit In Line Report Settings

How To View Project Details In The Project Report Section

How To Sort Report Charts By Ascending Or Descending Order

How To View Price Information History

How To View Add And Manage Holdbacks

How To Sort Report Data

How To Mark A Report As Favorite

How to Enable Generic Proposal Margin

How to Add Median to Proposal Reports?

How to Set Maximum Sales Margin Limit?

How to Add a Report Folder to Favorites

How to Add a Dashboard to Favorites

How to Enable Permission for Non-System Adder Price Editing?

How to View Report Activity Logs

How to Configure the Default Escalation Value