Find a Sales Rep |
Enter the SQLMANEX.EXE (within the ManEx root directory)
This action will then prompt the user for a password
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The following screen will be displayed, enter Sales/Sales Rep Information
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The following screen will be displayed:
There are two ways to Find Existing Sales Rep Information:
1. By using the Find button located in the tool bar at the top of the screen. The following screen will be displayed: Double click on the selected Representative's name to view the Sales Rep information.
The following screen will appear: Select the desired Filter: by selecting the appropriate radio button - Active, InActive, or All.
Select the desired Find: by selecting the appropriate radio button - Last Name, or First Name.
Enter the information into the red box, depress the Enter key and the information will populate the screen. |
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Depress the Lookup tab. This screen allows the user to locate a Sales Rep alphabetically. Double click on the Sales Rep name will bring the associated data into all screens without having to use the FIND action button. This screen will list all of the Sales Rep's entered, beginning with the Last Name, First Name, Sales Rep Type, Title and Work Phone number (not the company phone number).
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Article ID: 4738 |