Salespeople

Data Source: PFWTAB

The Salespeople screen can be accessed from the Configuration Quick Links screen by clicking on the Profile link on the CRM list and selecting Salespeople from the drop down list.

The Salespeople screen allows you to search for, edit, and add salesperson codes. Salespeople added to the system will appear on the Salesperson Selection screens and can be used as a valid salesperson throughout the system. The Salesperson selection screen can be accessed by clicking on the Search icon next to a Salesperson field.

The following sorting options appear on the Salespeople screen:

Sort by
Field	Description
Code	Sort the search results by code.
Name	Sort the search results by name.

The following search fields appear on the Salespeople screen:

Field	Description
Select Code	Search for salesperson codes by entering a salesperson's code.
Select Name	Search for salesperson codes by entering a salesperson's name.
Include Inactive	If selected, includes inactive salesperson codes within the search results.

The following fields appear on the Salespeople screen:

Field	Description
Code	The salesperson's code.
Name	The name of the salesperson.

Click on a salesperson Code to change/edit a salesperson code.

Click on the Need to create a new salesperson? Click here to add link to create a new salesperson code.

The following button allows you to complete your work on the Salespeople screen:

Button	Function
Close	Closes the Salespeople screen and returns to the Configuration Quick Links screen.