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Create Sales Consultant

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  1. Click Create Sales Consultant to open the Sales Consultant screen.
  2. 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
  3. Click Save when complete to create the sales consultant.

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  • James Browning
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