Reviewing Customers Associated with Sales Team Members

Access the Employee - Manage {Employee Name} form. Select the Customer and Partner tab. Click the Customer link.

Select a Query

Specify whether you want to view all, current, expired, or future partners associated with the employee by selecting a value in this field. Selecting a query before you click Find enables you to minimize the number of records that appear on the form. To clear the form and begin a new search, select Clear, and then click Find.