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CRM Settings

Salesmen Settings

Ribbon Access: Webpage >   http://[servername]:[portno]/BPOCRM/User.aspx

Configure Salesmen

  • Click on the Settings button to the right of your UserName.

  • The session Options page will pop up.
  • Click on the Salesmen Settings tile.

  • The Salesmen Settings screen will be displayed.

  1. Within the Salesmen tab,
  2. The Salesmen section lists all employees in the system.
  3. Tick the check boxes for all the employees that are Salesmen.
  4. Click on Save.
      • Note 1: Remember to maximise your screen if you do not see the Save button.
      • Note 2: Remember you can also use the Save icon at the top right of your screen to save changes.

  • You will return to the Dashboard.