A rep is an individual or entity that can appear on a Sales Team and receive commission. Each rep has an identifier used to identify them across all Sales Teams.

The rep list page lets you create, edit, view, and manage your reps. You can search and create reps with the controls at the top of the page.

Search runs against:

Reps are auto-created when added to a Sales Team.

Reps can be manually added with the Add Rep button. You'll provide:

You can also configure custom fields in Settings that are either required or optional when adding a new sales rep.

Rep information can be edited from the Edit modal on the list page, or from the rep detail page.

The rep detail page includes a Customers section listing every customer connected to the rep and the Programs that link them. It is the mirror of the Sales Reps section on the customer detail page: where that view answers who is connected to a customer, this one answers which customers a rep covers.

Connections come from the same sources in both views: territory mappings on a Sales Team, customer ownerships, and commission overrides. To change a connection, edit it at its source. See Manage Customers for the customer-side view.

The rep detail page includes an Attachments section for saving files and links directly on a rep. Select New… to open the same New Attachment modal used on customers, orders, and organizations: choose the File or Link tab and optionally add a Description noting what the attachment is for.

Reps with an email address are notified when their commissioned orders are approved or shipped. Both notifications are controlled tenant-wide by the Rep Emails checkboxes under Velocity Settings > General. See Email Communications for the full rules.

Reps can only be deleted if they don't have any existing commissions associated with them and aren't part of any Sales Team hierarchy. The Edit modal is the only way to access rep deletion.