Creating Sales Representatives
Use this procedure to create a new sales representative.
- Select
- Select the sales representative type that will define the representative and click OK.
-
Enter the appropriate information for the representative:
- For a Group Sales Representative:
- Specify the Sales Representative name and description.
- Search for and select Individual Sales Representative who will be a member of the group.
- For an Individual Sales Representative:
- Specify the Sales Representative name and description.
- Search for and select User for the individual sales representative.
- Search for and select Group Sales Representative that the individual sales representative will be a member of.
- For a Group Sales Representative:
- Click Save.