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Open the Administrator program
Corporate Division > Drop Down List Setup > click “Salespeople”
On the right side, hit “New”, fill in the name (under List It), select your Corporate Division (if not already on right hand box) + Sales Division (if applicable) and select “Save”
Once added, select the salesperson and configure the remainder of the information to accordingly on the right panel. You can also do this in each user record in the Salesperson / Manager / Action Item Configuration. You will want to ensure any users who need access to the new Salespersons information in reports that they “manage” the salesperson.
open any Active Users that will interact with the newly created salesperson. Check “Manage” to expose the user selected to the new salesperson's projects, check “Receive Sales Alert” if the user selected needs to be alerted when Action Items are completed or rejected, check “Perform Actions For” if the user selected needs to receive Action Items for new salesperson and lastly select “Show Open Actions” if the user selected needs to see Open Actions for the new salesperson.
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