Make an Employee a Sales Resource

An employee must be a sales resource before they can be assigned to any role or be added to any organization.

After making an employee as a sales resource, you can manage the resource's organization membership, add or remove skills of the resource, provide contact information, and so on. If you have an employee who needs to be a sales resource, perform these steps:

1. Navigate to the Resource Directory.

2. Click Identify Resources in the Tasks region.

3. On the Identify Resources page, fill in the Person Name or Registry ID. You don't need to enter the complete name. The application automatically searches for any characters entered, even if it's only a single character.

4. Select Employee as the Usage and click Search.

5. Select the employee and click Add as Resource.

6. Click OK on the confirmation message.

   The employee is now also a sales resource.

7. On the Add Resource Information page, in the Resource Details section, specify dates for the resource.

8. Select the Organization and the Role that you want to assign to the resource.

9. Optionally, in the Sales Person Information section, specify additional information about the resource.

10. Click Save and Close.