Your Sales Team
The Title and Text boxes may be edited by clicking within the text fields.
Image1 - Editing the text.
As you are the primary selling agent it displays your agent information first.
You configure this information earlier in the process as you work through the Agent Details and Introduction section of the proposal. If you choose to make any changes to your agent information, it also adjusts the information displayed at the top of the page under the Welcome. To make edits to your agent information click the Edit button in the middle of the panel.
Image2- Edit your agent information if required.
Your Support Team
This is where you add details of other members of staff who will be supporting the vendor through the sales process. Click the Edit button in the middle of the panel to bring up the Your Support Team library page.
Image3- Editing Your support team
The very first time you enter this area you will see a blank Selected and Other section within the page.
Once you have added a support team member to Your Support Team library, they will be available to be selected on future proposals.
Use the Add Team button on the top left to add a new support team member.
Image3- Your Support Team Library.
Click the Choose Image button and upload an image of the person.
Add Details about the person under the Title Field. Include things like their name, job title and/or contact numbers. Click Save at the bottom of the page to add them to your support team selections.
Image4- Adding a new support team member
Once you have finished adding any additional support staff team members we move along to adding client Testimonials and Next Steps.