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Sales Team Maintenance

This page maintains sales people associated with an organization.

Add a Sales Team Member

Name

The name of a sales person defined as a CRM User. Source: Sales Person Maintenance in Company Tables and CRM User Definition in Contact and Opportunity Management.

Internal Role

A code classifying the internal role of a contact within an organization. Source: Internal Role in Contact and Opportunity Management.

Start Date

The start date.

End Date

The end date.

Hyperlink

Add a Link

Adds the new sales person entered in the header to the sales team in the paging area.

Paging Area

Name

The name of a sales people.

Start Date

The start date.

End Date

The end date.

Internal Role

A code classifying the internal role of a contact within an organization. Source: Internal Role in Contact and Opportunity Management.

Delete

If checked, selects the current record for deletion.

Hyperlink

Update

Saves any additions or changes and closes the window.