Dental Lab Customer & Production Management

Sales People Maintenance

Sales People Maintenance

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Sales People Maintenance

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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:   File > Global Settings > CRM Lists > Customers > Sales people  

V12 - Customers - Sales People

Sales People Maintenance form

hmtoggle_arrow1How to add a new Sales Person:

1.Click V9 - New and the New Sales Person form will open.                                

2.Enter the new Sales Person name.

3.Click V9 - OK 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 V9 - Modify and the Modify Sales Person form will open.                                

3.Enter new name in Sales Person field. 

4.Click V9 - OK 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 V9 - Delete

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