Add Multiple Sales Rep into SalesHood at once
Step 1: Navigate to your profile icon and select "Manage Users"
Step 2: Select "Import People"
Step 3: Provide a password in the password field.
Step 4: Input the following field for reps: First Name,Last Name,Email,Title. *No Spaces after Comma*
Step 5: Select "Import" to import all new reps into the system.
The rep's username and login will be their Email address.
Note: New users can also be uploaded using XLSX, CSV, and XLS file.