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Import Employees

When you click the Import button on the Sales Rep form, the program will start the converting process of the Employee to a Sales Rep.  What will happen next is the appearance of the Import Employees form.

 

In the Import Employees form you may click on the Employee you wish to change to a Sales Rep, then click on the OK button.

 

Now the Employee will have a Sales Rep ID number and can be located under Sales Reps.

 


Related Topics

Adding Sales Reps

Sales Reps

Employees

Adding Employees