Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 6 Current »

See below on how to add a new Salesperson drop down item which is commonly needed as you add Salespeople to your dealership.

  1. Open the Administrator program

  2. Corporate Division > Drop Down List Setup > click “Salespeople”

  3. 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”

  4. Once added, navigate to User Rights Profile, find salesperson in Active Users and select Salesperson / Manager / Action Item Configuration. Check “Manage” to ensure any users who need report access to the new salesperson.

  • No labels