Discussion in 'Oracle CRM' started by Bharat, Oct 19, 2012.
Can anyone please tell me how to create sales person?
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.
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.