In this article, you will learn how to view/update existing sales representatives.
- On the Module Menu, click Sales Rep Mgmt. and select View Sales Reps. You will be directed to the Sales Rep Management page.
- In the Sales Reps panel, use the fields as filter parameters.
- Note: you can use multiple filter parameters.
- After defining the filter parameters, click .
- The filter/search results will appear on the Sales Reps list.
- Find the sales rep you intend to view/update and click the Update Sales Rep icon. You will be directed to the Update Sales Rep page.
- The Sales Rep information are displayed on this page. To edit/update, the sales rep information, edit the appropriate fields.
- Review the Sales Rep panel before saving.
- Click to save the changes.