Setting up Sales Reps

Users have the ability to add buy/sell reps to cieTrade, then apply those reps to associated orders & worksheets. Doing so will allow you to use our Gross Profit by Sales Rep report and obtain the amount of commission owed (if any).

How to Add an Internal Buy/Sell Rep

1. Navigate to Settings > Sales Reps.
2. Click + New Sales Rep. 
3. Enter the name of the agent. 
4. Once finished, click Save.

You're done! For a complete breakdown on commission agents and associated expenses, please see our helpfile here.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net