ADMIN (Business Owner/HQ)
- > Can add, edit and see WhatsApp Form, Product and salesperson / agent. In short, admin have the full access to the dashboard.
- > Monitor salesperson / agents performance in <Sales Team>
- > Add or remove sales / agents name from a WhatsApp Form. Number of names are limited according to your subscription plan. Please contact Yezza Support to add additional names to your account.
- > Can change any setting in <Settings> (Delivery settings, Payments settings etc)
SALES PERSON
- > ONLY able to see form, product and their own performance.
- > Sharing leads that came from the same form. Example, 3 salesperson in a form with 9 leads came in. Every salesperson will get 3 leads.
- > More on helping HQ on marketing rather doing marketing for themselves.
AGENT (Reseller/Dropship)
- > Like salesperson, they only can see their form, product and their own performance.
- > Will not share their leads with other salesperson under the same form as long as the leads came through agent’s unique link.
- > Need to login to Yezza to get their own unique Smart Link.
- > May need to do their own marketing to get their own leads and sales.
Read More : Agent & Sales Person : 4 Things That You Should Know
Click Link below for full list Yezza guide
Yezza Guide – Road To Expert