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Super Agent: Creation of a Selling Session

Updated on

  • Super Agents can create sessions either for themselves or assigned to a specific Agent. When creating a session, they can create and assign it to others selecting among Agents with same profiles as them;
  • Agents will find this session among their selling session list, without having to join it and without the Super Agent among participants

Instruction

  • Open Hyperoom > Create new Selling Session
  • Add the data: Selling Session Name; Date; Star Time; End Time
If you want to create a normal Selling Session
  1. Click on Assigned to > Me
  2. In Select your profile add the agent code
  3. In Select the client add the invoicing client code
  4. In Select the door(s) for this session select the client(s) code
If you want to create a Selling Session to another agent
  1. Click on Assigned to > Others
  2. In Assigned agent select the agent to which you want to assign the session
  3. In Select your profile add the agent code
  4. In Select the client add the invoicing client code
  5. In Select the door(s) for this session select the client(s) code
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