Salesperson

This is a list of salespersons and other employees that use the events selection of the system. By using this section, you can track each salespersons’ sales activities.

To add a new Salesperson, click the [+New] button.

A pop up window will appear.

Enter the Name/Initials, Email, Primary, and Cell Phone.

(Extension, Other Phone, and Pager are not required.)

Make sure the “Is Active” checkbox is selected.

Click [Save].