Updating or Viewing a Sales Team
The Sales team window lets view and update all salespeople and business partners assigned to this account. If you are using the Territory Assignment program, the account sales team will automatically be created the next time the program runs.
You can also assign the sales team manually (or manually add someone to the sales team after the territory assignment program has been run).
1. Select the Employees sub tab.
The Employees sub tab shows all employees with access to the displayed account.
2. In the Employees sub tab, position your cursor in the first blank line or choose New Record on the toolbar to insert a blank line.
3. Select an employee's name from the list of values.
4. Select the Partners sub tab.
The Partners sub tab shows all partners with access to the displayed account.
5. Enter the company name in the Partner field from the list of values.
If there is an employee of your enterprise who manages the partner relationship, the employee's name appears in the Managing Employee field of the Partners window.
7. Choose Save on the toolbar to add the account's sales team to the database.