Salesperson/Purchaser Card Window

Shows information about the employees who are recorded in the program as salespeople/purchasers. In this window, you can create a new card each time you want to record an employee as a salesperson/purchaser in the program. You may want to record all the employees to which you plan to assign to-dos as salespeople/purchasers.

From this window, salespeople can access specific information about their activities, for example, they can see lists of their contacts, to-dos, opportunities, as well as set up the time period for synchronization of to-dos with Outlook tasks and calendar items.

For Help about a specific field, click the field and press F1.

See Also

Other Resources

Salesperson/Purchaser
How to: Create To-dos
How to: Create Teams
How to: Create Opportunities
How to: Create Interactions