Enabling External Sales Reports
Enabling External Sales Reports
By default external sales users don't have access to any reports in Seedtrakr, if you'd like your external salespeople to have access to reports on their sales only the following steps will help set this up. The available reports can be found at the bottom of this page.
To access the Company Settings: Navigate to Admin → Company Settings
To make changes to the company settings, click Edit.
Scroll down the company settings until you see the Enable reports for external sales teams setting.
Check off the checkbox beside this setting to turn it on.
Scroll to the top of the screen to save the updated settings.
External sales users will now have access to the following reports:
Note: The reports will show data for their sales account only.
