Associate a salesperson with an address

You can associate salespeople with specific customer or prospect addresses. This lets you have different salespeople associated with customers or prospects who have offices in different regions.

To associate a salesperson with an address

1. Open the Account Address (CRMADDR) page.

   a. Select Sales Management > Master Data > Accounts Address.

   Or

   b. Search for CRMADDR or Account Address in the Navigation box and then select Account Address.

   The Account Address (CRMADDR) page appears.

2. On the Toolbar, click Browse.

   The Browse For Account Address window appears.

3. Select a record and click Select. Or double-click the customer or prospect to associate the salesperson with.

4. On the Toolbar, click More Actions.

5. Select More Actions > Actions > Associated Sales Persons.

   The Associated Sales Persons (ADSLS) window appears.

6. On the grid toolbar, click New.

7. Click the Initials lookup reference and select the salesperson’s initials from the Lookup For Initials window.

8. Set commission rate information for this salesperson.

   a. In the Commission Rate 1(%) field, change the standard commission rate for the salesperson, if necessary.

   b. If your company uses alternate commissions, from the Commission Code list, select the code for the alternate commission that this salesperson earns.

   c. If your company uses alternate commissions, in the Commission Rate 2(%) box, enter the alternate commission rate that this salesperson earns.

9. On the Toolbar, click Save.

10. Close the Associated Sales Persons (ADSLS) window.