销售管理和客户跟踪CRM下周应该更新了
这样大家就可以随时创建渠道商代码，方便渠道商管理，同时大家随时了解旗下的客户登陆情况，方便客户跟进
希望这个功能能帮助咱们在国内的渠道业务开发工作
If you are an Agency Partner, MAF Admin will assign you with a Sales Code, which will allow you to gain access to the Sales Code Admin Management function. You will then be able to set up and manage your sales channel to track all the agents and client user accounts tagged under you, as well as referral commission details.
Please note that Agency refers to an entity and Agent refers to an individual.
If User Type “Agency” is selected for the user: The assigned agency user will be able to gain access to the User Management table, as well as the similar Sale Code table to manage and assign sales code and commission % to their agents.
If User Type “Agent” is selected for the user: The assigned agent user will be able to gain access to the User Management table only.
You may let MAF Admin (support@mafint.com) know the email addresses of your clients so that they can link your clients with your sales codes to tag them under your account.
Please refer to below to learn more.
1. To access the Admin Management page, click on Settings from the navigation sidebar on the left, followed by Admin.
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2. Please click on the Sales Code tab to access the table. As shown in the first row, MAF Admin has created a new row for you as an Agency, with the commission % indicated. MAF Admin is the Parent and your username is the Owner.
Please click on Add Row to add new agency or agent’s details and once saved, your username will be reflected under Parent column to signify that the Agency or Agent is under your Agency.
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Sales Code: Unique sales code for your agency/agent, determined by you
Category (Cat): Agency (Entity) or Agent (Individual)
Owner Email: Unique email address of the agency or agent user you want to assign the sales code to
Commission %: Commission percentage for the agency or agent user. If it is 50%, please input 50
3. Once the details are filled, click on Save at the bottom left of the page to save the details. All the users you have assigned sales codes to will be able to access the Settings>Admin page immediately.
Agency: Access to Sales Code table and User Management table
Agent: Access to User Management table only
4. You may let MAF Admin (support@mafint.com) know the email addresses of your clients so that they can link your clients with your sales codes to tag them under your account. Once linked, you may click on the User Management tab to view all the client users under your account, details include their last login time etc.
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Logic:
MAF Admin is able to view all sales agencies/agents users, other agency users can only view their immediate agency or agent users.
2. When deleting row in the Sales Code table, it is subject to below validation:
if client user is linked to the agency/agent’s sales code, deletion will be rejected. You may need to request MAF Admin to delete the sale code from the client user first before the row can be deleted.
if agency has children code, deletion will be rejected. You may need to delete all the children agency/agent row before the parent agency row can be deleted.
3. MAF Admin can view all client users; Agency/Agent user can only view their client users; Only MAF Admin can update client users' values, so MAF Admin will input the Agency/Agent’s sales code to the client users
Open inspect to check the data in network to determine user type is 1 or 0
SALES_CODE_TYPES:
0: client
1: ‘AGENCY’,
2: ‘AGENT’
so if 0, means client
if 1, means agency
if 2, means agent or sales
so user_type is the value to control; if the user in sales code, then should be 1 or 2; otherwise, it is 0
Any sales agency is able to create sales code and assign to the agency/agent so sales agency is able to create his own sales agencies or sales agents under his umbrella;
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如果您是MAF 的代理合作伙伴，MAF 管理员会为您分配一个销售代码，您就能直接使用销售代码管理的功能。您将能随时创建销售代码，方便管理您的销售渠道，同时以随时了解您旗下的所有代理员的信息和客户登陆情况。
请注意：代理商（Agency ）是指公司负责人/管理员用户，代理员（Agent )是指公司负责人旗下的代理员用户。例如您可以设自己公司旗下的代理员为Agent，如果您有其他的代理商合作伙伴，您可以把他们公司的负责人设为Agency，他们就能同样的为自己旗下的代理员设为Agent，方便管理。
如果您为用户选择类型为 “Agency”：分配的代理商用户能够访问用户管理表以及销售代码表，以管理和分配销售代码和提成比例给他们的代理员。
如果您为用户选择类型为 “Agent”：分配的代理员用户只能访问用户管理表查看他们自己的客户的登陆的情况。
客户在注册账号时，您可以通知客户在优惠代码的格子里录入您的销售代码，以便和您的账号挂钩。
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除此以外，您也可以通知MAF 管理员 (support@mafint.com) 您的客户的电邮地址，以便他们把您的客户与您的销售代码链接起来，以方便您管理您的销售渠道。
请参阅下文了解更多信息。
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1. 请点击左侧导航侧栏中的设置，然后点击管理员进入管理员页面。
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2. 请点击销售代码选项卡进入页面。如第一行所示，MAF 管理员已为您作为代理商创建了一个新行列，其中显示了您的用户信息和提成比例。 MAF 管理员是母持有者，您的用户名是持有者。
请点击添加行添加新的代理商或代理员的详细信息。保存后，您的用户名将反映在母持有者列下，表示代理商或代理员在您的旗下。
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销售代码：您的代理商/代理员的独特销售代码，由您定义
类型：Agency 代理商或Agent 代理员
持有者电邮地址：要将销售代码分配给的代理商或代理员用户的独特电邮地址
提成比例：代理商或代理员用户的提成比例。如果是50%，请输入50
3. 详细信息填写完毕后，清点击页面左下方的保存以保存信息。您分配了销售代码的所有代理用户都可以立即访问设置>管理员页面。
请注意：在销售代码表录入的信息是不能修改的，如果您需要修改，请勾选相应的复选框，再点删除来删除行列。
代理商：可以直接访问销售代码表和用户管理表
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代理员：仅访问用户管理表
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4. 客户在注册账号时，您可以通知客户在优惠代码的格子里录入您的销售代码，以便和您的账号挂钩。
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您可以通知 MAF 管理员 (support@mafint.com) 您的客户的电邮地址，以便他们可以将您的客户与您的销售代码链接起来，以方便管理您的销售渠道。链接后，您可以单击用户管理选项卡查看您账户下的所有客户，详细信息包括他们的上次的登录时间等。
