Adding a Sales Rep

There are three options to add a Sales Rep in OvDx. Assigning them to a Sales Group is optional, but you must have a Sales Rep added in order to add a Provider (sales) Account. This article covers:

• Watch the video on Adding a Sales Rep
• Adding a Sales Rep via the “Sales Rep” feature
• Importing a list of Sales Reps via the “Sales Rep” feature
• Adding a Sales Rep via the “Sales Group” feature
• Setting a Sales Rep as a Group Manager
• Archiving a Sales Rep

Option 1 - Add a Sales Rep via “Sales Rep” Feature

1. Click the “More” button on the top navigation bar

2. Hover over “Business”

3. Select “Sales Reps”

4. Select “Add Sales Rep” > ”Add New Sales Rep”

5. Complete the fields for Sales Rep (first name, last name, email, phone number - digits only)

6. Turn on “Has requisition access” toggle if you want the Sales Reps to see requisition information within the Sales Portal

7. Click Create

Option 2 - Import a list of Sales Reps via “Sales Rep” Feature

1. From the Sales Rep feature in Option 1, select Add Sales Rep > Import Sales Rep

2. Click the Download Template File button

3. Populate the template file with your Sales Rep information and save the file as a .csv. Drag and drop the complete .csv file into the box OR

4. Select the “Browse Files” button to upload the file from your computer

5. Click “Submit”

Option 3 - Add a Sales Rep via the “Sales Group” Feature

1. From the Sales Group Feature, Select the Sales Group and Click “Add New Sales Rep” link

2. Complete the fields for Sales Rep (first name, last name, email, phone number - digits only)

3. Turn on “Has requisition access” toggle if you want the Sales Reps to see requisition information within the Sales Portal

4. Click Create

Set a Sales Rep as a Group Manager (optional)

1. Select the three dots to the far right of the Sales Rep

2. Click “Set as Group Manager”

Note: The Sales Rep MUST be added before creating the Provider Account in OvDx. If your lab does not have Sales Reps, you must create a place-holder sales rep before adding any provider accounts.

Tip: Sales Groups are optional and allow for Sales Manager roles and organization of Sales Reps into regions or classes 

4. Click the “Create” button. An email will be sent to the newly created Sales Rep to prompt them to set up their password for the sales portal.

Tip: Sales Rep fields can be edited/updated after the Sales Rep is created. If the email field is edited, a notification will be sent to that new email to prompt the Sales Rep to set up a new password for the Sales Portal.

Archive a Sales Rep

To archive a Sales Rep and remove their access to the OvDx Portal follow the steps below:

1. Go to More > Business > Sales Reps

2. Click on the three dots next to the Sales Rep you want to archive and select “Archive” from the drop-down menu

To Unarchive a Sales Rep:

1. Select the checkbox next to “Show Archived Sales Reps”

2. Click the three dots to the right of the Sales Rep’s name

3. Select “Unarchive”

Prefer video format?

You can watch this 3 minute video covering Adding a Sales Rep.

Tip: Use the pop-out arrow on the top-right of the video screen to expand the video window.