Select the contact person to whom you want to assign a sales team, using Contact Persons ®
Search.
- On the Contact Person Search tile, enter the search criteria, and choose Search. The complete contact person record appears on the Contact Persons tile.
- On the Contact Persons tile, mark the desired contact person in the column at the far left.
- On the navigation bar, choose Contact Persons ®
Sales Team.
- Choose
.
The Employee Search dialog box appears.
- Enter the required data, and choose Search.
- On the Employee tile, select an employee, and choose Select.
The dialog box closes and the selected employee appears in the Sales Team tile.
- Save your entries.