Field Sales Agent
Department: Sales
Level: Operational
Primary objective: Direct field sales — client visits, order taking, feedback collection
What this role does
The Field Sales Agent operates outside the office — visits existing and potential clients, takes orders directly during visits, reports activity, and tracks delivery status and their own commissions. They access CRMconnect from a mobile device or laptop in the field.
Modules used daily
| Module | Where to find it | What you use it for |
|---|---|---|
| Sales Agent | Sales → Sales Agent | Own portal — orders and commissions |
| Clients | CRM → Clients | Client record before the visit |
| Leads | CRM → Leads | New prospects identified in the field |
| Opportunities | CRM → Opportunities | Track ongoing deals |
| Sales Orders | Sales → Orders | Take direct orders |
| Proposals | Sales → Proposals | Send quote on the spot |
| Sales Commission | Sales → Commission | Track own earnings |
| Price Lists | Sales → Prices | Check prices before the visit |
Daily routine
Before heading out
- Check the day's route — which clients to visit, in what order
- Open Clients for each scheduled visit → review:
- Last order (when, what, how much)
- Overdue invoices (if any — a delicate subject to approach)
- Notes from the previous visit
- Check Prices applicable to each client — don't show up without knowing what you can offer
In the field — at the client visit
- If the client orders → create a Sales Order directly from tablet/phone
- If the client wants a quote → create a Proposal and email it on the spot
- If you find a new prospect → add a Lead with contact details and your notes
- Add an activity on the client with the visit summary (what was discussed, what's next)
Evening — reporting
- Check the status of orders placed today — did they enter the system correctly?
- Open Commission → check today's accrual
- Update opportunities with progress from visits
Sales Agent Portal
If you have access to the dedicated portal (/admin/sales_agent), you can see:
- All your orders — placed directly or assigned to you
- Accrued commissions and payment status
- Delivery status for your orders
- Performance vs. target
Your manager configures portal access and commission rate. If you don't have access, contact IT/Admin.
Key workflows
Workflow 1 — Visit existing client, direct order
Before visit → check history in Clients
→ At visit: client agrees to order
→ Create Sales Order with products and quantities
→ Client confirms → order enters system
→ Warehouse processes and delivers
→ You track delivery from the agent portal
Workflow 2 — New prospect visit
Identify a new company in the field or from referral
→ Create Lead with: company name, contact person, phone, address
→ Fill in qualification fields (industry, estimated size, interest)
→ Set follow-up → SDR or you continue qualification
→ Qualified lead → Opportunity → Proposal → Order
Workflow 3 — Client requests a quote
Client wants prices before ordering
→ Check the Price List applicable to this client
→ Create Proposal with products and prices
→ Send by email directly from the platform
→ Receive notification when client views the proposal
→ Follow up → Order
Key metrics
| Metric | What it means |
|---|---|
| Visits per week | Number of clients visited |
| Orders per visit | Visit → order conversion rate |
| Reactivated inactive clients | Clients without order > 60 days, reactivated |
| New leads added | New prospects identified in the field |
| Monthly commission | Own earnings from sales |
Practical tips
Visit preparation matters more than the visit. 5 minutes in the client record before knocking on the door gives you real context: what they've bought, what they liked, what issues they had. The client feels the difference.
Place the order in the system during the visit, not at home in the evening. An order placed live, in the client's presence, avoids memory errors and shows professionalism.
If a client has an overdue invoice → approach with tact, but do approach. Don't ignore it — an uncollected receivable can affect your commission (if the policy is based on collections, not billings).
Visit notes are for you, not your manager. If you don't write down what was discussed, you'll start from zero next time.
Place orders in the system during the client visit, not later — an order placed live avoids memory errors, allows warehouse to start picking immediately, and demonstrates professionalism to the client.
If a client has an overdue invoice and your commission policy is based on collections (not billings), proactively managing that receivable directly protects your own earnings — not just the company's cash flow.