Sales Executive:

Sales Executive:

Sales Executive setup refers to the configuration and management of information related to sales executives or sales representatives within a software system or application. It involves creating and maintaining profiles for each sales executive, defining their roles, assigning territories or accounts, and tracking their performance.

To add the Sales Executive, go to Application >> General Setup >> Sales Executive

Press Alt+2 to add the Area Type. You will see the following screen fill the required fields and press Ctrl+ S to save the information.

 

Edit the Sales Executive setup:

To edit the Sales Executive, go to Application >> General Setup >> Sales Executive

From the list click on option icon and click on Change button. You will see the following screen fill the required fields and press Ctrl+ S to update the information.

You can view the added information in a list by pressing Alt +1 and filter the result from Search, Clear or Synchronize data as per the requirements.

To print or export data to excel click on print and export excel icon at right hand side.