Change Main Representative

Explanation

This activity is used to change the main representative for the selected record.

Prerequisites

N/A

System Effects

 As a result of this activity, main representative is changed for the selected record.

Window

Representative 360
Change Main Representative

Related Window Descriptions

Representative 360
Change Main Representative

Procedure

To Change the Main Representative:

1. Open the Representative 360 window and go to the Customers tab.
2. Select a record.
3. Right-click and then click Change Main Representative.
4. The Change Main Representative dialog box will appear.
5. Select a representative by clicking List.
6. Click OK.