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Who can do this: Admins
Add a rep when you want to start tracking a salesperson’s calls, performance, and scorecards.
Adding a rep does not give that person login access. If they need to log in, invite them as a Member after creating the rep.

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Add a Rep

1

Go to your Dashboard

Open Dashboard
2

Open rep management

Select Add Rep.
3

Enter the rep's name

Add the name you want to use in dashboards, leaderboards, and reports.
4

Enter an email or unique identifier

Use the value Objectionly should match against incoming calls for this rep.
5

Assign a scoring framework, if needed

Optionally choose the call scoring framework this rep should use.
6

Choose whether to invite the rep

Optionally invite this rep to the workspace as a Member.
7

Save the rep

The rep appears in dashboards and leaderboards immediately. Calls matched to this rep’s identifier are attributed going forward.