Naviteer FSM Software - Broker & Distribution Editions
Naviteer FSM Software - Broker & Distribution Editions

 

 

Navigation: Table Setup Panel > Primary >

Sales People/Brokers

 

 

 

 

Sales People/Brokers

 

The Sales people are entered in this table.

 

 

There is no limit to the number of sales people that can be added to the table.  A sales person can be marked as inactive and removed from the active table list.  Selecting the Include Inactive check box will show all sales people. 

 

 

Sales people can be marked as internal and external.  External sales are normally sales people who travel to the customer to negotiate sales. 

 

Signature information are added under the Signature tab.  This information is added to the end of a sample letter.

 

The Receive Customer Order Emails is described in how to email.

 

 

 

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