Sales Rep Groups
The Sales Rep Groups form is used to store all the detailed information about your Sales Rep Groups including address, phone, financial information and other key information. You can be as detailed as you feel necessary. You can use any of the Sales Rep Groups contacts stored in this form with the Schedule Activities forms.
You will notice that at the top of this form are six tabs, which help group the sales rep group contact information better. It is like having six forms connected together for each sales rep group. You will also notice that the Group ID, Company and Type fields at the top of the form remain there in all the tabs so you always know what Sales Rep Group you are working on when switching between the tabs. The six tabs are listed below and described in detail in other areas of the documentation.
The General Tab shows you general Sales Rep Group contact information. see Sales Rep Group
The Detail Tab shows all other related Sales Rep Group data that could not fit on the General tab. see Adding Sales Rep Groups
The Fields Tab is used to store the names of different contact methods used like Phone, Fax, E-mail, Web Site, and any other contact information that you use. see User Fields
The Activity Tab shows you all the completed and scheduled activities for the customer. see Schedule Activities.
The Notes Tab shows you a list of all the sales rep notes. see Sales Rep Group Notes
The Sales Reps Tab shows you the Sales Reps that are part of the Sales Groups. see Sales Reps
The Customers Tab shows you the Customers the Sales Rep Groups are responsible for. see Customers
This form can be used to add or edit records in the Sales Rep Groups form. To add new Sales Rep Groups, simply click the New button at the bottom of this form. If you need to edit existing Sales Rep Groups records, just select the record you want to edit and make any necessary changes to the fields for that record. For complete details on all the field descriptions for this form and a step by step guide on how to enter new Sales Rep Groups.
The record navigation buttons at the bottom of the form are used to move from one Sales Rep Group to another. It also displays how many records are in the Sales Rep Groups form and what record you are currently on. Clicking on one of the four buttons will navigate you through your existing data. You can use the Find button to find a specific record.
There are several helpful options that can be set in the Company Preferences form to help make data entry easier and faster. One great feature in the Company Preferences form is to have the text fields displayed a certain way when you enter data so that it is easier to read and more consistent throughout the program.
Toolbar Buttons
Toolbar Buttons perform an action on the current record like adding, deleting or saving.
The New button will clear the form to allow a new Sales Rep Group to be added.
The Delete button will delete the selected Sales Rep Groups.
The Find button will allow you to Find your Sales Rep Groups.
The Convert button will convert the Sales Rep Group to a Customer.
The Schedule button will open the Schedule Activity Form where you ca record the activities of Sales Rep
The Close button will close the Sales Rep Group form.
Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.
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