Frequently Asked Questions - General

  1. What is the difference between the agent and management interface?
  2. How can I change my password?
  3. What happens after the trial period is up?
  4. How many sales people can I manage using the Salesfactor3 system?
What is the difference between the agent and management interface?

Management interface is for:

  • Creating sales groups and sub groups
  • Sales agents for populating the system
  • Customer groups and subgroups
  • Creating your sales process
  • Creating reports based on all sales agent input

Note that most sole traders rarely access the management interface

Agent interface is for:

  • The individual agent (this can be a sales person or a channel partner), you need to log in as an agent to access and edit individual opportunities
  • Entering and tracking individual opportunities for that agents pipeline (Populating the pipeline database)
  • Running reports specific to the agent user
How can I change my password?

Your administrator can change your password.

What happens after the trial period is up?

You must purchase the license or you will not be able to use the system anymore.

How many sales people can I manage using the Salesfactor3 system?

There is no limit, but we would recommend that you group your sales people for easy management and reporting.