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Config Suggestion to setup Sales Managers to track ??

Bronze Contributor
Posts: 930
Country: USA

Re: Config Suggestion to setup Sales Managers to track ??

Trevor,

 

Glad you like - it's neat and clean.

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New Member
Posts: 9
Country: USA

Re: Config Suggestion to setup Sales Managers to track ??

Kevin

Sorry......can you give me a play by play, since i'm new to this.

Do you mean, do new contact for the sales managers ??  

New Member
Posts: 9
Country: USA

Re: Config Suggestion to setup Sales Managers to track ??

hello???

 

Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Config Suggestion to setup Sales Managers to track ??

Yes, add the Sales Managers as contacts. Then go to Tools -> Manage Users and create new users of the database for each of the Sales Manager's. As you don't have enough licences, they will not be able to logon to the database. Just leave their "Access"  as "Inactive"

 

Now for each opportunity you can select the Record Manger as the relevant Sales Manager. 

 

Now you can run Opportunity reports for each Sales Manager, even though they are not users of the database.

Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk
New Member
Posts: 9
Country: USA

Re: Config Suggestion to setup Sales Managers to track ??

cool

thank you

sorry, its been frustrating 

New Member
Posts: 9
Country: USA

Re: Config Suggestion to setup Sales Managers to track ??

when create new user, do you select Create user from contact OR Create new user ??
Nickel Contributor
Posts: 205
Country: United_Kingdom

Re: Config Suggestion to setup Sales Managers to track ??

If you already have the Sales Managers in the database as contacts, you select "Create user from Contact" and then select a Sales Manager.
Trevor Lever

UK - ACT Certified Consultant
www.actpartners.co.uk
trevor@actpartners.co.uk
New Member
Posts: 9
Country: USA

Re: Config Suggestion to setup Sales Managers to track ??

got it !!

looks good to go so far

thank you Sir !!