Set up contact records for each of your Staff and any other
members of your sales team including Affiliates and Resellers. Review the
chapter titled Contacts, Members, Vendors & Companies Feature in Detail.
Be sure to select the correct Contact Type Check Boxes:
Employee, Sales Team, Reseller and Affiliate as appropriate. The application
will use these to make logical business process decisions once you begin using
the system so be sure to check them correctly.
Click on each Sales Team contact’s Security tab and select
appropriate roles.
Save the records.
