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You can also assign the sales team manually (or manually add someone to the sales team after the territory assignment program has been run).

   To update or view sales team information:

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.

6. When you manually assign a partner to a sales team, and check the Keep check box, the Territory Assignment program regards the entry as permanent and will not remove it.

7. Choose Save on the toolbar to add the account's sales team to the database.