Rep
Use the Rep info area to manage and depict your internal company structure (employees, groups, resources).
You can:
- Define reps, see Defining Reps
- Configure Aurea CRM logins, see Configuring Logins
- Assign roles to reps based on their tasks, see Rep Roles
- Add groups and resources, see Defining Groups and Adding Resources
- Assign access rights to reps and groups, see Defining Reps and Defining Groups