Rep Files

 

Hint: If you are new to using BizTrack, start with the "Using BizTrack Basics"

 

 

All Reps must be added here before they can be assigned to a Sale.

 

                    

 

To enter a new Rep:

 

o        Click on "Add New" at the top to go to a blank form.

 

o        Next, fill in the "Contact Info" in the "General" tab.

 

o        Enter a "Start Date" make sure the "Active" check-box in the Status Section is checked.

 

o        Next, select a DPS if appropriate.  Hint: In order for the DPS to receive credit for Icebreakers the Rep must have a DPS selected here.

 

o        Next, select "Recruited By" Rep name if the Dealer was recruited by a current Rep who is participating in the Buddy Program or Club 11 program.

 

o        If this is your initial set-up of the program, enter all your Reps information on the General Tab only and close the form and continue with Step 6 of "Setting up BizTrack"

 

o        If this is not your initial set-up, go to the "Pay Rate" tab and Click Here for instructions.

 

 

 

Adding Pictures of your Reps

 

You can add pictures of your Reps to help you remember them and for your records, just press the "Add" button next to the picture frame on the main form.