In this article, you will learn how to delete existing sales representatives. If you wish to disable/deactivate a sales representative but keep its details, you can update the sales rep and de-select the Active checkbox.
- 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.
- 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 delete and click the Delete Sales Repicon.
- A Confirmation dialog box will appear. Clickto continue deleting the selected sales rep.
- The selected sales rep will be deleted, a Confirmation message will also appear on the screen indicating that the selected sales rep was deleted successfully.