*****NOTE*****
People information can be entered in the People Module, or in
the Company Module, under the People tab.
-
In the People table you can enter standard information including
last name, first name, job title, and company the person works
for.
*****NOTE***** If you enter the person under
the People tab in the Company Module, the company information
is automatically entered for you, including Company type, Salesperson
and geographic Territory.
-
You must also specify whether this person is able to receive
certain information, such as Pricing, Promotional offers, and
importantly whether or not this person can receive Quotes and
if so whether by fax (default) OR e-mail (selectable).
*****NOTE***** By selecting e-mail,
the quote generated for the person selected, will be delivered
by e-mail ONLY. There is no option for both fax and e-mail delivery
to the same person.
-
You must also specify what lines this person can receive information
about, however the only lines available are the lines that you
have assigned to the company the person works for.
-
Finally you can enter other miscellaneous information for this
person including; Phone extension, birthday, and e-mail address.
|
