Sales Force covers your field sales team. In this version of OCTO Ops, only Agents is a working screen.
What you can do
- Register a sales agent and look them up later. See Agents.
Access and permissions
You need a signed-in OCTO Ops account with a verified email address, an active membership in the organization, and the Sales Force module enabled. Sales Force is not governed by permission groups — any member with the module enabled can create and view agents.