Reviewing Sales Team Information

Access the Customer - Manage {Customer Name} form.

1. Select the Sales tab, and then click the Sales Team link.

2. Find and select the sales team whose information you want to review, and then click Sales Group Details.

3. On Edit Sales Team, review or modify sales team information.

4. To manually assign a sales team member to the customer, click Assign Sales Team and then select a sales team member on the Sales Team Search and Select form.

   Note: If you manually add sales team members to the customer, and you use the automated sales team alignment process, you must select the Sales Team Override option on the Customer - Manage {Customer Name} form. If you do not select this option, the system deletes all manual additions from the sales team during the next automated alignment, and reassigns sales team members based on territory and industry information.

   See "Managing the Sales Force" in the JD Edwards EnterpriseOne Applications Customer Relationship Management for Sales Implementation Guide.

5. To view, modify, or delete commissions, click Commissions to access the Customer Master Commission Lookup form.