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Solution home Web App Sales Rep - User Guide

5) Self Gen Print

Created by: Ricardo Murillo

Modified on: Tue, 16 Dec, 2025 at 1:01 PM


1) User Dashboard

2) Search

3) Be Backs

4) My Appointments

5) Self Gen

6) My Stats

7) Customer Information




On the Self Gen page, the sales person is able to create a new self-generated sale:


The user will need to enter the above information and can attach a Contract or an Order Form.


Once submitted it will take you to the Customer Information page.  




R
Ricardo is the author of this solution article.

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