Creating Sales Representatives
Use this procedure to create a new sales representative.
1. Select Menu > Sales & Marketing > Sales Representative > Add.
2. Select the sales representative type that will define the representative and click OK.
3. 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.
4. Click Save.
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