Select Menu > Sales & Marketing > Third Party
Representative.
Enter your search criteria in the Third Party Representative
Query zone.
Click Refresh.
In the search results list, click the link for the third
party representative you want to maintain. The selected third party
representative opens in the Third Party Representative portal.
Click the appropriate record action button:
Edit – Click the Edit button to allow you to edit
the main attributes of a third party representative. When you click Save, the system updates the record
Duplicate – Click the Duplicate button to create
a duplicate of the third party representative being displayed. Before
the new object is added to the database, a window appears asking you
to enter the unique identifier of the new object. When you click OK, the system creates the record by copying the original record
Deactivate – Click the Deactivate button to transition
an active third party representative to an inactive state
Delete – Click the Delete button and click OK to delete the third party representative from the database. Before
you delete a third party representative, the system verifies that
the third party representative is not referenced anywhere in the system.
If it is, you cannot delete it. For example, if you attempt to delete
a third party representative, the system ensures the third party representative
is not referenced on a lead, etc.
