Convert User to Salesperson

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

• Add the user in the Salespeople Drop Down.

• Change their Rights Profile accordingly in the Users Tab.

• Configure Salesperson / Manager / Action Item Config tab.

• Attach user as Salesperson in Human Resources Employee Manager.

• 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.