Sales Agent - WorkDo Dash SaaS Industrial Solutions Add-On

Sales Agent – Dash SaaS Add-On.Efficiently manage and empower your sales team with the Sales Agent – Dash SaaS Add-On. This feature-rich extension enables businesses to onboard, monitor, and support sales agents with ease. Assign leads, track performance, and generate detailed reports through an intuitive dashboard. Ideal for businesses aiming to scale their sales operations, this sales agent management tool integrates seamlessly with Dash SaaS, ensuring transparency, accountability, and productivity in every deal.

Note: This is an addon for WorkDo Dash SaaS, not a standalone script.

   WorkDo Dash SaaS - Open Source ERP with Multi-Workspace

The Sales Agent Add-On is built to simplify your sales operations by offering a central space to manage sales agents, programs, and orders. Whether you're assigning new programs, adding agent details, or tracking sales progress, everything is organized into clearly defined sections. This structure helps you stay on top of daily activities, improve coordination between team members, and ensure smooth handling of sales-related tasks from start to finish.

Check here : Complete Guide to Sales Agent Integration Using Laravel | Simplify and Optimize Your Sales Data

Centralized Agent Profile Management

The Sales Agent Add-On provides a centralized space to manage detailed agent profiles, including contact info, assigned programs, territories, and performance notes. This organized setup streamlines onboarding, improves role assignment accuracy, and enhances performance tracking. With a clear overview of each agent’s contributions, managers can communicate more effectively, assign tasks efficiently, and make strategic decisions that support long-term growth.

Access to Sales Activities and Program Information

With this Add-On, it becomes easy to keep up with agent activities and program details as they evolve. The Programs section helps you view active sales programs, assigned agents, approved participants, discounts, and related items—all in one place. This makes it easier to manage campaign-related efforts and gives your team the clarity needed to work more efficiently and make timely decisions.

Streamlined Order and Transaction Management

The Orders section provides a straightforward way to manage all transactions. Key information like order numbers, agent names, order dates, values, invoice numbers, and delivery statuses is presented in a well-structured format. Clicking on any order allows you to view connected purchase orders and program data, making it simple to monitor each transaction from start to finish, while reducing manual tracking and avoiding bottlenecks in the process.

Check here : View WorkDo Dash SaaS Documentations

Check here : Explore WorkDo Dash SaaS User Manual

Check here :  to install Dash Add-On