Sales consultants are personnel who are responsible for clients entering into a contract or recurring charge agreement.
View Sales Consultants
By default, choosing the Sales Consultants option displays a list of all existing sales consultants under the following headings:
- First Name
- Last Name
- Is Manager – true=yes
- Email Address
Edit Sales Consultant
- Search for a specific client by filtering the First Name, Last Name or Company columns as required. See Common Tasks/Filtering Lists if required.
- Click the View Sales Consultant (magnifying glass) icon next to the sales consultant that you want to edit.
- Click Edit, and edit the required fields (see above).
- Click Save when complete to save the updated sales consultant information.
Delete Sales Consultant
Click the Delete Sales Consultant (trashcan) icon next to the required sales consultant if you want to delete the selected sales consultant.