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You’re a Sales manager — where to begin

You lead a team of Sales reps. Your job is keeping the order queue moving — nothing sits unassigned, nothing goes stale, and every rep is pulling their weight.

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What you can do

• See the full order queue, not just your own assigned orders.
• Create and edit orders, and move them through every lead status.
• Reassign orders between reps.
• Invite and manage Sales reps (not other manager roles).
• See team performance.
• View customers and products.

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What you can’t do

• No access to Inventory, Deliveries, delivery agents, or Cashflow/Remittance.
• No workspace or business settings.

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Where to begin

1. Learn the queue. Work the order queue is where you’ll live. Filter by rep, by status, by product.
2. Get your reps scoped. Open Add staff and set roles and check every Sales rep has product access — without it, round-robin assignment skips them and orders land unassigned.
3. Know the handoff point. Once an order is Confirmed, it moves out of your hands into Deliveries. Read Understand the order lifecycle so you know exactly where your job ends.
4. Reassign early, not late. If a rep is out for the day, move their New orders to someone else before customers are left waiting — the reassign action is right there in the order drawer.
5. Check performance regularly. The Staff page shows handled, delivered, and cancelled counts per rep, plus delivery rate — use it to spot who needs help, not just who’s behind.

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What good looks like

An empty New queue by end of day, no order sitting more than a few hours without a contact attempt, and reassignments happening the moment you notice someone’s overloaded.