Sales App Administration

Each sales rep must be created before they can use the Sales App. After users are created, email invitations will be sent to them automatically.

Important: Before creating user accounts you must check that an engineer has correctly set up SMTP server details on the Pegasus Web Xchange Administration page. If this has not been done new users will not receive an automatic email invitation to join Payroll Self Service. You can send a test email from the Mail Server tab.

Sales Reps are linked to their customers using Sales Groups. Only customers who are included in the assigned Sales Groups will be seen by the Sales Rep in the Sales App.

You cannot create or modify Sales Groups on the Pegasus Web Xchange website. They are created in the Sales Ledger application in Pegasus Opera 3 and assigned directly to customers there.

As long as the relevant company in Pegasus Opera 3 is subscribed to the Sales App service, new and modified Sales Groups are uploaded automatically to the website.

Pegasus Opera 3 companies that are subscribed to the Sales App service in Pegasus Web Xchange are shown on the Companies page. Each company's logo can be uploaded to the Sales App from this page.

You can upload one logo for all subscribed companies from the Sales App Settings page, and design email profiles for sending to sales reps.