Via Entity screen | Search button: On Entity (Salesperson) screen, click the Search button. When the Search Salesperson Entity screen is displayed, click the New button.
Via Entity tab | Customer tab: On Entity (Customer) screen, navigate to Customer tab | Detail tab. Click the Salesperson hyperlink. If the field is blank, the link will open a new Salesperson screen, else it will open the record of the salesperson assigned to the customer.
Fill out the Entity tab fields.
Enter the Name, Contact Name, Location Name, and Timezone. These are the required details in saving the record.
Navigate to Salesperson tab and fill out the fields. Refer to Salesperson | Field Description to help you in filling out the fields.
If you are to create a Driver record, set Type to Driver. The Dispatch panel will then get displayed.
Save the record once done.
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