This section allows you to add the names of your sales team to ensure that your firm captures votes for everybody that could be associated with your firm.
You can edit any analyst entry in several ways:
- Start reviewing Salespeople button will open the first unapproved salesperson
- Edit button in a row opens the profile
- Clicking anywhere on the row opens the profile
You can Add a new salesperson by selecting the Add salesperson button at the top of the table.
When you Add a salesperson a pop up will allow you to add the relevant details and the name will appear in the list, which is order by last name, initial, first name Hit Save to ensure details are saved and when completed you can Approve to indicate that the record is ready for balloting/publish. You can update changes and Approve again at any time to reflect changes to the team and responsibilities, even if voting is underway.