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.
Add a Rep
Open rep management
Select Add Rep.
Enter the rep's name
Add the name you want to use in dashboards, leaderboards, and reports.
Enter an email or unique identifier
Use the value Objectionly should match against incoming calls for this rep.
Assign a scoring framework, if needed
Optionally choose the call scoring framework this rep should use.
Choose whether to invite the rep
Optionally invite this rep to the workspace as a Member.
Save the rep
The rep appears in dashboards and leaderboards immediately. Calls matched to this rep’s identifier are attributed going forward.
