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How do I add a sales rep to a contact?

New Member
Posts: 2
Country: United States

How do I add a sales rep to a contact?

I am still working with the new trial version, and I do all the entry.  I cannot seem to locate a field to enter which sales rep belongs to a particular prospect or client.  I'm sure this is very simple, but I've hunted her and in the Help, but I'm not finding a "sales person" type field.  I'd appreciate any help.  Thank you.  -- Ginger
Astute Commentator
Posts: 78
Country: USA

Re: How do I add a sales rep to a contact?

I believe that would be Record Manager on the Administrative tab.
Loyal Listener
Posts: 7
Country: United States

Re: How do I add a sales rep to a contact?

Add a field to the contact layout that is titled Sales Rep. You can go to the layout editor and drag one of the user fields from the tab to the top of the screen too.
New Member
Posts: 2
Country: United States

Re: How do I add a sales rep to a contact?

Thank you.