What a new salesperson needs to start quoting and selling. System access is set up by us; comp and CRM are FabTech's.
System access (we set these up)
- Dashboard — anvil.entrpy.co (see Dashboard Access)
- Quoting — sales quotes, invoices and POs run through Anvil (see Generate Quotes, Invoices, POs & Bills)
- Commission report (see Commission Access)
People / comp (FabTech)
- Company email + phone
- CRM (HubSpot) account
- Commission rate / terms for this rep
- Who-can-quote policy, approvals, and the first-week checklist
Needs John: the comp/CRM rows — the rep's commission terms, their HubSpot account, and who is allowed to quote.
Draft v1 — written from our systems, pending John's review. Edit src/lib/data/docs.ts to change it.