Account Managers and Sales Reps

Account Managers and Sales Reps
Account Managers and Sales Reps

User Tip: Check the [ ] Auto Open CRM Followup Reminders if you wish to have Followup Reminders opened on startup.

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1.	The [Sales Code] should be unique, usually initials of the sales person.

2.	Enter the full name just as you would expect it to appear on your proposal documents.

3.	Enter an appropriate title.

4.	Indentification No. (aka User Id)should be unique.

The remaining fields pertain to future features, which are under development.