What's new in Customer Journeys?

Connect and learn more!
Sales Person — Cloud Customer Connect
You're almost there! Please answer a few more questions for access to the Applications content. Complete registration
Interested in joining? Complete your registration by providing Areas of Interest here. Register

Sales Person

Received Response
32
Views
2
Comments
edited Jul 25, 2023 12:27PM in Receivables & Collections 2 comments

Team - Got a question on the whole Sales person and Customer Contacts. Can you please help me?

Used manage users screen to give sales person role to a user. Then used manage resources screen to add the Ref Data Set for that user who is a salesperson.Then created order and added two different sales person and then imported in AR and both sales reps show up in the sales credit option. Can we have a sales person as a default sales person for a customer ? Is there a way in customer screen where I can associate a sales rep/person ? Or just need to use the contact screen.my client also has some other

Howdy, Stranger!

Log In

To view full details, sign in.

Register

Don't have an account? Click here to get started!