Adding a New Employee to a Sales Group
When you add a new employee to a sales group, the system checks to see if that person is already in your sales force. If the system does not find the name, it automatically adds the name to your sales force.
1. Log in as Territory Administrator or Sales and Marketing Super User.
2. From the Navigator, choose Sales Organization.
In the Territory Administrator menu, Sales Organization is on the first level. In the Sales and Marketing Super User menu, Sales Organization is a submenu under Setup.
4. Choose the management level within which the new employee reports or if a new manager, choose the parent sales group.
5. Choose the New Sales Group button.
6. Enter the new employee's name, description of their duties, and manager.
7. Enter the parent sales group or select from the list of values.
8. Enter a start date for the employee.
9. Enter the accounting information.
10. Choose Save on the toolbar to add the new sales force employee to the database.
1. Choose the Move button.
2. Designate where to move the employee.
The sales group administrator has full write access to revise:
- Opportunity information for those employees within the sales group, equivalent to Team Leader access.
- Forecasting information for those employees within the sales group, equivalent to Team Leader access.
- Account information for those employees accounts within the sales group.
- Enter the name of the sales group administrator in the Administrator window by choosing from the list of values.
To add a new employee to a sales group: