Manage Sales Person

How to View Account Expiry Report in Tenacious Sales - CRM?

If you want to manage your business with tenacious sales you need to purchase license for your all sales persons. You can purchase license valid for 12 months. Once license expired after 12 months for particular sales person then that sales person will be listed in Account Expiry Report. Here we will see the steps how you can monitor the report of sales persons whose account license is expired.

Follow few simple steps to monitor Account Expiry Report:

  • Login to your Admin account
  • From dashboard click on Manage Salesperson
  • Click on Account Expiry Report
  • You will be able to monitor the details like Name, Email-id and account expiry date of sales persons whose account is expired

You can purchase license for next 12 months for that sales person if you want.

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