- Open a new Salesperson screen. There are four ways to do this.
- On Menu, doubleclick the Salesperson menu. When the Search Salesperson screen is displayed, click the New toolbar button.
- On Salesperson screen, click the New toolbar button.
- On Salesperson screen, click the Search toolbar button. When the Search Salesperson screen is displayed, click the New toolbar button.
- On Customer screen > Detail tab, leave the Salesperson field blank and then click the Salesperson ellipsis button.
- On Menu, doubleclick the Salesperson menu. When the Search Salesperson screen is displayed, click the New toolbar button.
- Enter the details. You can be as detailed as you like. Required fields are Salesperson and Email.
- Save the record once done.
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