Sales Person Reassignment
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Select the “Sales Person Reassignment” activity under the “Lead Management” business component.
The “Sales Person Reassignment” page appears.
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Clicking this icon available near certain fields takes you to the help
page of the respective field.
Enter the following details in the header:
Sales Person |
Use the drop-down list box to select the sales person. Mandatory. |
Year |
Use the drop-down list box to select the year by which you wish to retrieve the details. Mandatory. |
Week |
The activities assigned to the salesperson for the selected week. |
The system displays the following details in the multiline:
Type |
The type is shown as “Contact” if the activity is scheduled for contact. It is shown as “Customer” if the activity is scheduled for customer or opportunity. |
Customer Code |
The code identifying the customer. |
Customer Name |
The name of the customer. |
Contact ID |
The code identifying the contact id. |
Contact Name |
The name of the contact. |
Opportunity ID |
The code identifying the opportunity. |
Opportunity Desc. |
The textual description of the opportunity. |
No of Calls |
The total count of activities scheduled for salesperson for the selected week. |
Assigned Salesperson |
The name of the salesperson who has been assigned. |
Replacing Salesperson |
Use the drop-down list box to select the salesperson to be replaced. The combo is loaded with all the values as defined in the “Sales Person Master” activity. |
Click “Save” button to save the sales person details.
The system displays the following in the “Data History” section:
Created By |
The login of the user who created the sales person details. |
Created Date |
The date and time which the sales person details were created. |
Last Modified By |
The login of the user who modified the sales person details. |
Last Modified Date |
The date and time at which the sales person details were last modified. |
