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. |