Managing Reps - Objectionly

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.

Rep management tasks

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

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

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.

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

Control which reps each Member can view.

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