Help On Sales Team
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This Help page helps you to search and select the Sales Team Code and transfer the details to the required field.
You can search the Sales Team Code by specifying details, which includes “Sales Team Code”, “Sales Team Description”, “Status”, “Sales Channel”, “Sales Team Type”, “Effective Date From” and “Effective Date To”. The system retrieves the search results in the multiline. You can select the Sales Team Code from the multiline and click the “OK” pushbutton to transfer it to the required page.
Click the lens icon positioned next to the “Sales Team Code” field.
The “Help On Sales Team” page appears.
Enter the following fields in the “Search Criteria” group box to search for the Sales Team Code
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Sales Team Code |
The code identifying the sales team (Alphanumeric, 6). |
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Sales Team Desc. |
The description of the sales team code (Alphanumeric, 100). |
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Status |
Use the drop-down list box to select the status of the sales team. The values in the drop-down list box are “all”, “Active” and “Inactive”. |
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Sales Channel |
Use the drop-down list box to select the type of sales channel. The values in the drop-down list box are populated from the “Category” business component. |
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Sales Team Type |
Use the drop-down list box to select the type of sales team. The values in the drop-down list box are populated from the “Category” business component. |
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Effective Date From |
The date from which the sales team is active in the OU (Date Format). |
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Effective Date To |
The date till which the sales team is active in the OU (Date Format). |
Click the “Search” pushbutton to retrieve the search results.
The system retrieves and displays the following details in the “Search Results” multiline based on the search criteria entered:
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Sales Team Code |
The code identifying the sales team. |
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Sales Team Desc. |
The description of the sales team code. |
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Effective Date From |
The date from which the sales team is active in the OU. |
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Effective Date To |
The date till which the sales team is active in the OU. |
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Status |
The status of the sales team. |
Check the box in the “Select” column of the multiline to select the Sales Team Code.
Click the “OK” pushbutton.