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 
on Home Page > CRM Lists > Customers > Sales people
Sales People Maintenance form
1.Click  and the New Value(s) form will open. 2.Enter the new Sales Person name. 3.Click  and the new record will be added. |
1.Select the Sales Person record you wish to update by clicking on it. 2.Click  and the Edit Value(s) form will open. 3.Enter new name in Sales Person field. 4.Click and the changes will be saved. |
1.Select the Sales Person you wish to delete by clicking on it. 2.Click  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.
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See Also:
Settings for more options.
