Creating A New Sales Person

Note: Sales Persons can only be viewed and created by organizational users who have been granted relevant permissions

Step 1 - Open The New Sales Person Popup

Head to the Sales Persons Page via links available on the Left Navigation Bar.

Sales Persons Page

Visible towards the top right corner on the Parts Page is an + Add button. Click the button to open the New Sales Person Popup

Step 2 - Provide Information On The New Sales Person Popup

The New Sales Person Popup features some fields where relevant information needs to be provided

New Sales Person Popup

Fields highlighted in red are required fields

Step 3 - Save Information

Once you have provided all necessary information, click on the Save & Close button to submit information and have it stored into our database.