Company Rep Management
Revision as of 11:01, 24 March 2022 by Ascentadmin (talk | contribs)
| 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 | ||
| Division | |||
| Address | |||
| Address 2 | |||
| Address 3 | |||
| Zip | City | State | Country |