Member Support

First Time Login

  1. Find your login credentials that were provided to you via email from mySalesman.
  2. Navigate to the Login Page through the link in the top right corner of mysalesman.com labeled Customer Login.
  3. Enter your credentials on this page.
  4. Once you have accessed your account, we recommend changing your password under myLogin. See Change Password.

Editing Your Account

With your mySalesman admin account you can edit company information, product information and salespersons’ information. Any time you make changes to any of these, please allow 20 minutes for the site to update and for your changes to appear. We recommend you run a couple tests once you have updated your information to make sure everything appears how you’d like.

Editing Company Info

If this is your first time logging in, you will notice some of your company information is already entered. This is the information you provided when you registered. Feel free to edit this at any time.

To Edit:

  1. Make changes to Company Info fields.
  2. Be sure to click Save at the bottom right when you are finished.

You might notice that your Sales E-Mail Address was assigned as your login username. If you choose to change this email address under myBusiness, your login username will remain the same as the original email that was entered.

Please allow 20 minutes for any changes to appear on your mySalesman page.

Editing Salespeople

If this is your first time editing this information, you might notice that a salesperson has already been entered. This is the contact information you provided during registration. If you do not want to use this information as a salesperson, you can edit it at any time.

  1. Navigate to the myBusiness section.
  2. Edit the information fields of the current salesperson.
  3. To upload an image for a salesperson, click Browse & Upload. See Uploading Images.
  4. If you’d like to add another salesperson click Add Salesperson. Fill in the information fields for that salesperson.
  5. If you have more than one salesperson, you can designate the Primary Contact for the group. To designate the Primary Contact, click the name of the salesperson you wish to choose, and click Make Primary Contact. The Primary Contactsalesperson will have an orange star next to their name.

Please allow 20 minutes for any changes to appear on your mySalesman page.

Uploading Images

With mySalesman you can upload images for your company logo and all of your salespeople. The height of your logo should be 60px. For the salespeople, the image should be 80px by 80px. If it is smaller or larger, it will automatically be resized. In order to prevent distortion or stretching of your images be sure get as close to these measurements as possible.

You may also choose to leave these image areas empty if you’d like.

  1. Navigate to the myBusiness section.
  2. Click Browse & Upload.
  3. A dialog box will pop up, click Choose File.
  4. Navigate and choose which image you want to upload from your device.
  5. Click Upload.
  6. When you are finished uploading images click Save at the bottom right of the window.

Please allow 20 minutes for changes to appear on your mySalesman page.

Editing myCatalog

With myCatalog, you can enter your company’s fence products and prices.

  1. Navigate to the myCatalog section.
  2. Click Edit in the section you would like to start in.
  3. Place cursor in the Fence Style column where it says Click here to add options.
  4. Choose which fence style you would like to add.
  5. Place cursor in the Color column. Choose all colors for this fence style that are at the same price point.
  6. Place cursor in the Height column and choose the height options for this fence style that are at the same price point.
  7. Enter the price for this range of product options as well as the gate price.

Tips: You can choose more than one option per column. If your custom wood fences come in treated and cedar and are at the same price point, you can select both options in the color section on the custom wood row. Create a new row if there is a change in price between products options.

If there is an option not listed that you’d like to see, please contact us so we can add it for you.

Please allow 20 minutes for any changes to appear on your mySalesman page.

If you need additional assistance, please feel free to contact us at 402.260.5185.

Using myReports

myReports will keep track of every inquiry that is sent through to your company. You can use this section to pull up individual customer inquiries and print them.

To print:

  1. Choose appropriate date range with the Start Date and End Date calendars.
  2. Find the customer on myEstimates Activity Report.
  3. Click the Address that belongs to the customer.
  4. A new window will open with the customer’s inquiry and a print dialog box will appear.
  5. Choose your print settings and click Print.

Embedding Link on Your Website

A link has been provided under myBusiness for you to embed on your website. This is how your customers will access your company’s mySalesman page. Typically it will go where you have a link to “Get a Quote”, although there are many other ways of providing the link. We recommend giving this information to the person who manages your company’s website. If you are not sure who this person is or need more assistance with setting this up please contact us at 402.260.5185.

Changing Your Password

  1. To change the password for your mySalesman account, you must first log in to your account. Click here if you forgot your password.
  2. After you have logged in, navigate to myLogin.
  3. Enter your current password, your new password, and the new password again to confirm.

Forgot Your Password

If you have lost or forgotten your password, please contact us at 402.260.5185 or info@mysalesman.com and we will assist you in resetting your password.