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Sales Rep Type

The Sales Rep Type form allows you to categorize your Sales Reps by a particular type.  You can set this up to reflect whatever type of information you want to use.  It can be very helpful to assign a Sales Rep type to a grouping such as Western Sales Zone, or European Sales.

 

You can choose the sort order of the sales rep type form by using the Sort buttons.  These buttons are used to move the selected record upward/downward one spot for each click.

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or saving.

Bullet PointThe New button will move the cursor to a new line where you can add a new sales  rep type.

Bullet PointThe Save button will save the changes made in the form.

Bullet PointThe Undo button will cancel out the last change/s done to the record reverting it to its older state.

Bullet PointThe Close button will close the Sales Rep Type List  form.

 

Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.


Related Topics

Adding Sales Reps

Sales Reps