Change Main Representative
Explanation
This activity is used to change the main representative for the selected
record.
Prerequisites
N/A
System Effects
As a result of this activity, main representative is changed for the
selected record.
Window
Representative 360
Change Main Representative
Related Window Descriptions
Representative 360
Change Main Representative
Procedure
To Change the Main Representative:
- Open the Representative 360 window and go
to the Customers tab.
- Select a record.
- Right-click and then click Change Main Representative.
- The Change Main Representative dialog box will
appear.
- Select a representative by clicking List.
- Click OK.