- Click Create Sales Consultant to open the Sales Consultant screen.
- Create the sales consultant by entering the required information in the following fields (as required):
- Is Sales Manager – check the check box if yes.
- Title
- First and Last Name
- Email Address
- Company Name
- Contact numbers, for instance Landline, Fax number and mobile number.
- Address details
- Click Save when complete to create the sales consultant.
