Have Sales Reps? Add them to your N41 PIM so they can create line sheets and manage their book of customers and accounts!
After receiving an email invite from your company admin, open the email and click the button REGISTER.
When brought to the login page, enter your email and create your password.
Starting at the left side of the dashboard, click on 'LINESHEET'.
If you click the button 'NEW' on the top right side, you can create new line sheets.
If you want to duplicate the existing one, please check the check box of the desired linesheet, and click the button 'DUPLICATE' on the top right side.
If you want to delete the existing one, please check the check box of the desired linesheet, and click the button 'DELETE' on the top right side.
Some things you'll be able to do as a sales rep is creating line sheets, approving or holding orders for customers, and view your customers sales.
To access the sales page, click on the purple button 'SALES PAGE' in the top right corner and enter your login credentials once more.
You'll be able to view any available line sheet by clicking on the share link.