Creating Sales Representatives

Use this procedure to create a new sales representative.

Select Menu > Sales & Marketing > Sales Representative > Add.
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.
Click Save.