People and sales reps
Add a new rep in two steps: the sales rep record that earns commission, then the login that lets them sign in.
How do I add a new sales rep and invite them to sign in?
- On Sales reps, press New. Set the short name, the usual share of commission, how they are paid and their 1099 details. Save.
- On People, invite them: type their email and name, and pick what they do.
- Link the login to their sales rep record, so Linekto knows which numbers are theirs.
- They get an email with a link to join, and can see their own statements from day one.
Good to know
- A field rep sees only their own customers and commission.
Where to find it
- People › Sales reps — try it in the demo (opens in a new tab)
- People › People — try it in the demo (opens in a new tab)
Read the video transcript
A new rep, Priya Shah, is joining. There are two steps: add her as a sales rep, then invite her to log in. Sales reps are the people who earn commission. Each has a usual share of what comes in.
The short name shows up on invoices, statements and payouts. Her usual share is 55% of the commission the agency receives on her sales. How she gets paid, and the details her 1099 needs at year end. Save, and she's ready to be put on customers and splits.
Here she is in the list, with her 55% share. Next, give her a login. Seats are the people who can sign in to Linekto. Type her email and name.
Pick what she does. A field rep sees only her own customers and commission. Link the login to her sales rep record, so Linekto knows which numbers are hers. In real use she gets an email with a link to join.
The demo sends no email, so it just tells you. Her invitation now waits until she uses the link. Once she joins, she moves into the agency list — and can see her own statements from day one.