Salesperson
Here we will go over how to execute and manage salesperson
Last updated
Here we will go over how to execute and manage salesperson
Last updated
Salesperson has to be registered from HR > Employees. (Must check the Salesperson flag to be shown)
Only registered salespersons will be shown on the left side.
To Use CRM app, salesperson must be linked to UserID in Sales > Setup & Maintenance > Sales Settgins > Salesperson - User ID Link.
Select salesperson on the left side that you want to work on.
Click "+ Add New Log" on the top left corner.
Fill the details in log and click "Save Changes" button
Click the line that you watn to edit in the table (on the right side)
Fill the details in log and click "Save Changes" button
#, #Contact Methods
Select check box that you want to delete and click "" icon on the top