Forms Used to Assign Sales Team Members to Accounts

Form Name

FormID

Navigation

Usage

Search for Customers

W90CA080D

Daily Sales Force Automation Processing (G90CA01), Customer

Select a customer.

Customer - Manage {Customer Name}

W90CA080A

Select a customer on the Search for Customers form.

Access customer information, enter customer overrides, and manually assign sales team members.

Sales Team Revisions

W90CA08AB

Click a sales team member on the Sales Team section of the Customer - Manage {Customer Name} form.

Assign roles to sales team members.

Search for Opportunities

W90CB020D

Daily Sales Force Automation Processing (G90CA01), Opportunity

Select an opportunity.

Opportunity - Manage {Opportunity Name}

W90CB020A

Select an opportunity on the Search for Opportunities form.

Access opportunity information and manually assign sales team members.