RB User Guide > Entities > Resources

Sales Rep

Sales Rep refers to resources who are your sales representatives or account executives. Sales reps are different from Client Of resources who have their own clients they brought to your agency and whose jobs they can cover.

Reference

• Client Of
• Marketing Inquiry

Step-by-step instructions

• Searching cases
• Entering case information
• Searching jobs
• Entering additional job information
• Entering pay information
• Searching firms
• Entering firm marketing information
• Searching contacts
• Entering contact marketing information
• Celebrating client anniversaries
• Evaluating your business by resource
• Finding highest commissioned resources