Modifying Product Distribution Information for an Account

Complete the following procedure to modify the product distribution information for an account.

To modify the product distribution information for an account

1. Tap Side Menu and then tap Accounts to display the following:

   • The Accounts list and details in the main pane.

   • The calendar in the side pane showing the call scheduling information.

2. Drill down on a link in the Account field to open that account record.

   All details for the selected account appear in the main pane.

3. Update the product distribution information as follows:

   1. Select Product Distribution from the Side Menu in the main pane.

      All the product distributions associated with the account appear in the main pane.

   2. Tap the record field that you want to update, and update the field value.

      You must navigate away from the record to save your changes to it.

4. To add a new product for distribution:

   1. Select Product Distribution from the Side Menu in the main pane, and then tap New (the plus (+) icon) next to Product in the main pane.

      All the product distributions associated with the account appear in the main pane.

   2. Enter the information for the new product for distribution in the fields that appear, and then save the record.