Usage: Users may assign one or more sales person to each customer record. The main Sales Person is assigned on the main page of the customer form. The additional sales people and their commission rate (if any) are found under the Customer Settings form.

 

Navigation:   Administrator > Settings  or   V11 - Settingson Home Page > CRM Lists > Customers > Sales people

V11 - CRM- Customers - Sales People

Sales People Maintenance form

hmtoggle_arrow1How to add a new Sales Person:

1.Click V11 - new and the New Value(s) form will open.          

2.Enter the new Sales Person name.

3.Click V11 - Save and the new record will be added.
hmtoggle_arrow1How to update a Sales Person name:

1.Select the Sales Person record you wish to update by clicking on it.

2.Click V11 - modify long and the Edit Value(s) form will open.                    

3.Enter new name in Sales Person field. 

4.Click V11 - Save and the changes will be saved.
hmtoggle_arrow1How to remove a Sales Person:

1.Select the Sales Person you wish to delete by clicking on it.

2.Click V11 - delete long

3.Select YES when prompted for confirmation. 

Please Note: The record will be deleted from the database, but you may add it back at any time.

 

See Also:

Settings for more options.