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See below on how to convert an existing user to a salesperson.

  • Add the user in the salespeople drop down list.

  • Change their Rights Profile accordingly in the Users Tab.

  • Configure Salesperson / Manager / Action Item Config tab.

  • See checklist for a New Employee Setup. Although the user is not a new employee and most of the things on this checklist will already be completed, this is a good reference on what settings you may need to setup and/or change.

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