October 2019
Beginner to intermediate
504 pages
12h 57m
English
Now that we have set up our salesperson, it is time to assign the salesperson their first customer. Previously, no salesperson had been assigned to our one and only customer, Mike Smith. So, let's go to the CRM menu, click on the Customers menu option under Sales, and then click on Mike Smith to pull up his customer record, edit it, and assign Terry Ziegler as his salesperson. The following screenshot shows the Customer screen with the Sales & Purchases tab open in order to assign a Salesperson:

Here, we have set the salesperson to Terry Zeigler. By assigning your customers a Salesperson, you can then ...
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