Difference between revisions of "Company Rep Management"

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Revision as of 15:01, 24 March 2022

       
jobedit ccexpress.png
       
Navigation
To access Job Maintenance, select Search > Jobs > Use the search to find the job to access > Select the row for the job to access > Click Edit.
Overview
:
• Adding or editing links for LinkedIn, Twitter and Facebook
• Viewing the Sites connected to the Customer
• Viewing the Tasks connected to the Customer
• Viewing the Contacts connected to the Customer
• Viewing the Notes connected to the Customer
• Viewing the Documents connected to the Customer
• Viewing the Invoices connected to the Customer
       
Fields
Rep No   Active  
Rep Name   Rep Type  
Commission Rate   Phone  
Email   Division  
Address      
Address 2      
Address 3      
Zip City State Country