How can I track sales made by a salesperson?

A salesperson refers to the person who interacts with the customer and makes the sale. In Zoho Books, you will be able to associate the salesperson to an invoice.

View salesperson

To track the sales made by a salesperson:

  • Go to Reports > Sales > Sales by Salesperson.
  • Select the salesperson whose sales you want to track.
salesperson reports
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