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How to create Sales person

Discussion in 'Oracle CRM' started by Bharat, Oct 19, 2012.

  1. Bharat

    Bharat Community Moderator Forum Guru

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    Hi all,

    Can anyone please tell me how to create sales person?
     
  2. alishan

    alishan Active Member

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    in Receivables or Order Management responsibility press CTRL + L 'define resources' and create Salesperson. This will create only salespersons with other category however if you want to link users with salespersons you can use
    CRM Resource Manager responsibility and click on Import Resources to import usernames as Resources/Salespersons.
     
  3. Bharat

    Bharat Community Moderator Forum Guru

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    Hi alishan,

    Thanks for your reply. I have successfully imported employee to sales person.
    If we have created employee then import that employee as sales person by following below shown navigation:
    Navigation: - CRM Administrator, Vision Enterprises --> Resource Manager --> Maintain Resources --> Import Resources
    In this enter employee name and import it as sales person.

    If we have not created employee or want to create sales person not with employee record then follow the below shown navigation to create sales person:
    Navigation: - CRM Administrator, Vision Enterprises --> Resource Manager --> Maintain Resources --> Resources
    Then click on new button and create the sales person.