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Assign Sales Rep Rotation

Assign Sales Rep Rotation

1 – Click into the Project Admin Center Project Admin.
2 – Click on Project Setup and select Sales Reps.

3 – Click on the Sales Rep Rotation tab.

Sales Reps

4 – On the Sales Rep Rotation page, there are two sections for setting up Sales Rep rotation:

Default Project Rotation – Use when there is only one registration page for your project and as a default when there are multiple registration pages
Registration Page Rotations – Use when there are multiple registration pages for your project in conjunction with the Default Project Rotation

Note: When there are multiple registration pages, a page identifier must be added to the code on each page to ensure rotation is applied. If this identifier is missing or incorrect, Sales Reps in rotation will not be notified and registrations will go to the Unassigned Registrants list, as they would if no rotation was in place. Setting up both Default Project Rotation and Registration Page Rotations should be standard practice when there are multiple pages as the single page rotation setup then acts as a default if there is an error with a page identifier.

a) For a single registration page:

i) Under Default Project Rotation, check the box(es) besides the name(s) of the Sales Rep(s) that you would like to be In Rotation.

ii) If you would like a copy of the new registrant email notification to go to someone besides the assigned Sales Rep(s), type in the email address(es) in the space provided beside CC Registration Notification Messages To:. Separate multiple email addresses with a semicolon (;) or add them on different lines.

Sales Reps

b) For multiple registration pages (do in conjunction with Default Project Rotation):

i) Click on the green plus under Registration Page Rotations. You will see new fields called Page and Identifier fields above a list of Sales Reps.

ii) In the Page field, enter a name for the registration page. For example, you could enter “Corporate” if the page is on the corporate website as opposed to a specific project website, or “New Home Source” if the page is on www.NewHomeSource.com.

iii) In the Identifier field, enter a name to identify the registration page for coding purposes. This Identifier must be coded into the registration page.

iv) Check the box(es) besides the name(s) of the Sales Rep(s) that you would like to be In Rotation.

v) If you would like a copy of the new registrant email notification to go to someone besides the assigned Sales Rep(s), type in the email address(es) in the space provided beside CC Registration Notification Messages To:. Separate multiple email addresses with a semicolon (;) or add them on different lines.

vi) Repeat steps i through v for each page.

Sales Reps

5 – Click Save.

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