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 2 Next »

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. In Corporate Division Configuration > select Drop Down List Setup tab > locate “Salespeople”

  3. On the right hand 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, 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.

  • No labels