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After selecting Save, all Salespeople will be added but you should make it a Best Practice to mark who the Primary Salesperson is and adjusting the Sales Credit. We also reccomend recommend to think about who the Bill To or Remit To (for a Vendor) will be for this new company record. You can change the Bill To by using the drop down in the upper right corner in the “Default Bill To” box. Each different address you might have to use or show on paperwork must be setup as it’s own seperate separate Company record.
BUILD A GRID OF RESULTS
When using the "Advanced Search" button a new window will open to populate a grid with companies that match the criteria used. By right clicking on a company in the grid you can choose to use either of the afore mentioned methods of entering a company location or customer. You can also export the data from this grid into Excel to create a call list / working list.
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