Add Representative

Explanation

This activity is used to add representative for the selected record.

Prerequisites

N/A

System Effects

 As a result of this activity, a new representative is added for the selected record.

Window

Representative 360
Add Representative

Related Window Descriptions

Representative 360
Add Representative

Procedure

To Add a Representative:

1. Open the Representative 360 window and go to the Customers tab.
2. Select a record.
3. Right-click and then click Add Representative.
4. The Add Representative dialog box will appear.
5. Select a representative by clicking List.
6. Click OK.