Adding an associates

Adding an associates

These are middle persons who helps to develop the business by introducing the new customers, suppliers and vendors.

General Info

• Associate name is the given as his companies name.
• Associate ID/Code is given for the easy identification of the person with same names and it also helps us to differentiate with others.
• Associate type means whether he will the builder, designer, etc...
• Contact Name is given so that we have to contact that person for any details in that company.
• Referred by means the person who has referred him as the associate.

Contact Information

• The primary phone and secondary phone is given because to avoid the breakage in the communication. For example if one phone is not working then we can use the other phone.
• The mobile number is taken, if the person is not available in the office then we can contact him by the mobile.
• Fax is used for sending the documents or the Service orders etc.
• Email Address is also used for the communication purpose and also for the secured way of sending the service orders and the transaction details.
• Website is used for checking the contracts  that are newly add by that associate.

Address

• The Suite/Unit is the particular location of the office in an building that consists of large number of offices.
• Location is our company location, this is used know that to which location of our company he is associate.
• Sales Rep means the representative who deals with that associate from our company.
• Internal Notes are used to mention the details about that can be referred by other employees in our company.