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Documentation Index

Fetch the complete documentation index at: https://docs.objectionly.com/llms.txt

Use this file to discover all available pages before exploring further.

Who can do this: Admins
Reps are the sales rep profiles whose calls are tracked and reported in Objectionly. Admins manage reps from the Dashboard. Sales Rep Leaderboard in Objectionly

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Rep management tasks

Add a Rep

Create a profile so Objectionly can attribute calls and reporting to a salesperson.

Edit a Rep

Update a rep’s name, identifier, or scoring framework.

Delete a Rep

Remove a rep profile that should no longer be tracked.
A Rep is a reporting profile, not a login account. To let a rep log in, invite them as a Member after creating the rep.

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What’s next

Invite a rep as a Member

Let a rep log in to review their own calls and reports.

Assign rep access

Control which reps each Member can view.

Learn how access works

Understand all reps, specific reps, and no reps assigned.