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CRM Customers

Salesmen

Salesmen will list all linked Salesmen for the selected customer.

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx
  1. The Today tab will be selected by default displaying customer activities due on that day.
  2. If you cannot find the information you are looking for within this tab, click on the Recent tab.
  3. Hover over an activity linked to the customer you wish to view salesmen for.

  1. Action icons will be displayed to the right of the customer activity you are hovering over.

  1. Click on the View Customer icon.

  • The Customer Dashboard will be displayed.

  • Click on the Salesmen icon.

  • You can now view salesmen linked to this customer.  If you want to make changes to the linked Salesmen, refer to Customer Details - Maintain Customer Salesmen .