Getting started as a Sales Representative

You work in the Sales Hub, the first group in the menu. There you find your customers, see what each of them pays, answer quote requests and create quotes and orders.

Your first day

Take these steps in order. Each one is a short page.

1. Sign in to Propeller and find your way around the menu and the top bar.
2. Use the Home page to see which requests are waiting and which quotes are about to expire.
3. Find your companies, pick them under My companies and switch on Only mine, so every list shows your own customers.
4. Look up a product for one customer and see the price that customer pays.
5. Read How requests, quotes and orders work, so you know what each status means.
6. Create a quote and give a discount on it.
7. Turn a quote request into a quote.
8. Create an order and change its status.

When you need them

• Follow up on an order: its shipments, its PDF and its earlier versions.
• Action Hub: the actions that workflows prepare for you. It stays empty when your company has not set any up.
• Workflows & AI Agents: run an agent from a quote, an order or a company.
• Favorite lists: a reorder list for a contact. This needs the Shop & channel role, which the standard roles of a sales rep do not include. Ask the colleague who manages your Backoffice users.

Stuck on a task?

• I want to… lists everyday tasks and the page that answers each one.
• The Glossary explains the words you meet along the way.