--- title: "Salespeople | GTX Users" slug: "salespeople" description: "Learn about Salespeople in Marlin GTX trusted automotive software by Megabus." tags: ["Marlin GTX"] updated: 2026-01-27T03:09:09Z published: 2026-01-27T03:09:09Z canonical: "help.megabus.com.au/salespeople" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.megabus.com.au/llms.txt > Use this file to discover all available pages before exploring further. # Salespeople Note **From [GTX 5.7.1](/gtx/docs/gtx-571), all salespeople and technicians are combined under single Staff profiles.** See the [Staff](/gtx/docs/staff) help guide for more information. **Marlin GTX** enables salespeople to be recorded for reporting and auditing purposes. Whenever a booking or transaction is added, a salesperson can be associated with the operation, which is then reflected in the relevant sales and booking reports. > whenever there is a salesperson field, something must be selected. Defaults can be set though, eg for if 1 person always uses a particular pc If salesperson passwords are enabled, each salesperson will create their own individual password, which is used to validate various operations, and recorded in the system audit logs. > add password docs? Salespeople can be viewed and edited by selecting **System > System Files > People > Sales People** from the menu bar. The **Salesperson Maintenance** window will open, showing a list of active salespeople within the GTX system. Inactive salespeople can be shown by clicking the **Filter** button at the top of the module window. Existing salespeople can be edited by selecting them from the list and clicking on the **Edit** button at the top of the module window. Note As of GTX XXX, all salespeople are automatically added to the [Staff](/gtx/docs/staff) list, which can be used to associate them with schedules and also contact them via SMS. Tip The default salesperson for Business Planner bookings can be set using the **Default Salesperson for This Computer** setting in [Planner Options](/gtx/docs/planner-options#bookingquote-entry-options). ## Adding Salespeople #### System > System Files > People > Sales People To add a new salesperson, click on the **Add** button at the top of the Salesperson Maintenance window. The **Add Salesperson** window will open, containing a form for adding a new salesperson. In the **Code** textbox, enter a short code that will be used to quickly identify the salesperson within the GTX system (e.g. their initials). In the **Name** textbox, enter the name of the salesperson. Leave the **Active** checkbox ticked to enable the salesperson within the GTX system. Use the **Department** picker to select the [department](/docs/gtx/departments) the salesperson belongs to. If desired, the salesperson's email can be entered in the **Email** textbox. Note Salesperson email addresses are for reference purposes only, as salespeople cannot be contacted directly via email using GTX. However, salespeople can be [contacted via SMS](/gtx/docs/staff#staff-sms), using the Staff Maintenance module. > are you sure there's no purpose for the email? If the salesperson is logging into the portal, I thought the email would be their username In the **Salesperson Password** textbox, enter the password the salesperson will use to validate their activity within GTX. Confirm the password by re-entering it in the **Retype Password** textbox below. If customer portal integration is enabled, use the **Portal Access Level** dropdown to set the salesperson's permissions when logging into the customer portal. > I think this could do with an explanation, selecting an option lower down the list basically includes the permissions above it. If customer portal integration is enabled, enter the password the salesperson will use to log into the customer portal in the **Portal Password** textbox below. > add portal links when written To save the new salesperson and return to Salesperson Maintenance, click on the **Save** button at the top of the module window. ## Salesperson Statistics #### System > System Files > People > Sales People Periodical statistics for salespeople, including units sold and total revenue, can be viewed by opening them from the Salesperson Maintenance list and clicking on the **Statistics** tab at the top of the module window. ## Deactivating Salespeople #### System > System Files > People > Sales People Salespeople can be deactivated by opening them from the Salesperson Maintenance list in edit mode and unticking the **Active** checkbox in their Details tab. ### Reactivating Salespeople #### System > System Files > People > Sales People Inactive salespeople can be shown in the Salesperson Maintenance list by clicking the **Filter** button at the top of the module window. To reactivate a salesperson, open them from the Salesperson Maintenance list in edit mode and ticking the **Active** checkbox in their Details tab. **Filter** button![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1707184150828.png?sv=2026-02-06&spr=https&st=2026-11-03T11%3A19%3A29Z&se=2026-11-03T12%3A19%3A29Z&sr=c&sp=r&sig=uW%2BU5%2BG0zelaRCOLc%2FPzE9mK1I3HgpYt7pYfINWKl%2Bs%3D) Shortcut: **F6** **Edit** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705889838140.png?sv=2026-02-06&spr=https&st=2026-11-03T11%3A19%3A29Z&se=2026-11-03T12%3A19%3A29Z&sr=c&sp=r&sig=uW%2BU5%2BG0zelaRCOLc%2FPzE9mK1I3HgpYt7pYfINWKl%2Bs%3D) Shortcut: **F2** **Add** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1704776179584.png?sv=2026-02-06&spr=https&st=2026-11-03T11%3A19%3A29Z&se=2026-11-03T12%3A19%3A29Z&sr=c&sp=r&sig=uW%2BU5%2BG0zelaRCOLc%2FPzE9mK1I3HgpYt7pYfINWKl%2Bs%3D) Shortcut: **Insert** **Save** button ![](https://cdn.document360.io/d7282b31-60c4-41e6-bf87-3f684d4da049/Images/Glossary/image-1705904835202.png?sv=2026-02-06&spr=https&st=2026-11-03T11%3A19%3A29Z&se=2026-11-03T12%3A19%3A29Z&sr=c&sp=r&sig=uW%2BU5%2BG0zelaRCOLc%2FPzE9mK1I3HgpYt7pYfINWKl%2Bs%3D) Shortcut: **F10**