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1. On Sales folder, click the Sales Reps menu. If there is no existing record yet, this will open the Create New Entity screen. If not, this will show the integrated search grid.
2. On the search grid, select a record/s in the grid . Click and click the Open button.
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Via Entity (Salesperson) screen

1. Open a salesperson record.
2. Click the Search button.
3. On the search screen, select the record/s, and then click the Open button.
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Via Entity (Customer) screen

1. Open a customer record.
2. Navigate to Customer tab | Detail tab.
3. Click the Salesperson hyperlink.
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