Sales-rep complaints
The Sales-rep complaints register tracks complaints about a sales rep on the field team: behavior, reporting, route compliance. It shares the engine of customer complaints — the same smiley cards, the same 5 statuses — but the targeted actor is the sales rep, and the screen displays their zone manager.
Overview
A sales-rep complaint reports a deviation involving a sales rep: late route, missing report, behavior, failure to follow instructions. It mainly serves field management to track anomalies and compliance follow-up.
Three registers, one engine
Customers, sales reps and field sellers share the same form, the same smiley cards and the same status cycle. Only the targeted actor changes — here, the sales rep. See the Complaints module.
Access and navigation
Left-hand side menu: Complaints → Sales-rep complaints.
List & smiley cards
The same six smiley stat cards as in customer complaints, then the paginated list. The actor column displays the zone manager of the sales rep concerned.
| Status⇅ | Type⇅ | Nature⇅ | Zone manager⇅ | Date⇅ | |||
|---|---|---|---|---|---|---|---|
| 😠 | New complaint | Behavior | Late route | Ayadi ORABI | 07/06/2026 | ||
| 😐 | Handling in progress | Reporting | Missing report | Mouadh BEN AZIZA | 03/06/2026 | ||
| 🙂 | Handled & closed | Discipline | Unjustified absence | Ayadi ORABI | 27/05/2026 |
Stat cards (status · color · smiley)
| Card | Smiley | Matching status | Color |
|---|---|---|---|
| Total | All sales-rep complaints | Indigo #7366fe | |
| New complaint | 😠 | Not yet handled (status 0) | Red #bf1e2e |
| Handling in progress | 😐 | Handling started (status 1) | Orange #e3771f |
| Handled | 🙂 | Reply given, closed (status 2) | Apple green #9bbf00 |
| Satisfied | 😄 | Satisfied feedback (status 3) | Green #2e9b1f |
| Not satisfied | 😟 | Reply deemed insufficient (status 4) | Blue #14418c |
Table columns
| Column | Description |
|---|---|
| Smiley | Status icon (statuses 0 to 4). |
| Status | Label of the standard status, or of the linked workflow step. |
| Complaint type | Family of the complaint (Behavior, Reporting, Discipline…). |
| Complaint nature | Precise reason linked to the type. |
| Zone manager | Line manager of the targeted sales rep. |
| Date | Date the complaint was filed. |
| Domain | Displayed only for multi-domain companies. |
The sales rep concerned is chosen at creation (section 6); the list highlights their zone manager for managerial oversight.
Action bar
PDF / Excel
Exports the displayed list.
Help (legend)
Displays the legend of smileys and their status.
New
Opens the creation form (section 6).
Search
Filters by type, nature, sales rep and period.
Advanced search
The Search button opens a detailed filter: type (which filters the natures), sales rep and period.
Detailed search
Create a complaint
Click New. The form is identical to the customer complaints one, with one exception: the selected actor is a sales rep (not a customer).
Form fields
| Field | Role | Mandatory |
|---|---|---|
| Complaint type | Family of the complaint; determines the list of natures. | ✅ |
| Complaint nature | Precise reason; triggers the display of conditional fields and the Photos block. | ✅ |
| Sales rep | Sales rep concerned by the complaint. | ✅ |
| Item / Invoice / Domain | Displayed depending on the nature's configuration. | Conditional |
| Message | Description (up to 500 characters). | ✅ |
| Photos (1 to 5) | Image attachments (gif / jpg / png), if the nature allows it. | Optional |
As everywhere in the module, the form adapts to the nature: the Item / Invoice / Photos fields only appear if the nature requires them.
View & handle
The magnifying glass Detail opens the record in read mode (gallery + fields). The Edit button lets you advance the status and enter a reply.
Handling — Sales-rep complaint
Handling choices: --- · Handling in progress · Handled
If the nature is linked to a workflow, the status menu offers the named steps and only the step's responsible person can advance it.
The 5 statuses
| Code | Status | Smiley | Meaning |
|---|---|---|---|
| 0 | New complaint | 😠 | Filed, not yet handled. |
| 1 | Handling in progress | 😐 | Assigned and being resolved. |
| 2 | Handled | 🙂 | Reply given, case closed. |
| 3 | Satisfied | 😄 | Satisfied feedback confirmed. |
| 4 | Not satisfied | 😟 | The reply did not satisfy. |
Lifecycle (workflow)
Same cycle as the other registers: Filing → Assignment → Handling → Closure.
flowchart LR A([Sales-rep complaint filed]):::s --> B[New complaint]:::ko B -->|assignment| C[Handling in progress]:::w C -->|reply| D[Handled & closed]:::p D --> E([Satisfied]):::ok D --> F([Not satisfied]):::ko F -.->|reopening| C classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6; classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E; classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d; classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46; classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;
Custom steps and owners: see the Workflow & statuses page.
Business rules
Type → Nature — the nature drives the displayed fields and any linked workflow.
Controlled editing — a closed complaint (status ≥ 2) is no longer editable in standard mode; in workflow mode, only the step's responsible person can advance it.
Field management — the sales-rep complaint documents the deviation and its resolution, tracing the managerial action.
Roles & permissions
| Action | Support agent | Manager | Admin |
|---|---|---|---|
| View | ✅ | ✅ | ✅ |
| Create a complaint | ✅ | ✅ | ✅ |
| Handle / change status | ✅ | ✅ | ✅ |
| Delete | — | — | ✅ |
Indicative matrix — depends on the GReclamation privileges of your company.
FAQ & scenario
What's the difference from a customer complaint?
The engine is identical; only the actor changes: you select a sales rep instead of a customer, and the list highlights their zone manager.
The zone manager field is empty?
It comes from the sales rep's record: make sure their reporting line is filled in.
Real scenario — Late route
- 1Filing — the manager creates a complaint: type Behavior, nature Late route, sales rep Ayadi ORABI. Status: New complaint 😠.
- 2Assignment — the status moves to Handling in progress 😐, the zone manager is alerted.
- 3Resolution — meeting held, route plan adjusted, reply entered: Handled 🙂. The month's quality dashboard is updated.