Add Salespeople

You must have permission to edit Settings if you want to edit the list of Salespeople that are available in Jobs or Accounts. 

  1. Go to Settings > Job > Salespeople.
  2. Click +Create.Navigating to Create a New Sales Person in Systemize
  3. Enter the name or names of the Salespeople you want to add.
  4. Click Save.
  5. The new names are now available in the drop-down list in the Job Info area of all Jobs.Edit Job Info and Select Salesperson
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