This field is used to link a salesperson to the customer account.

 

•Select a salesperson by clicking the drop-down button and choosing one from the list that is displayed.

 

•Only salespeople that have already been defined, using the Salesperson ribbon menu Salesperson/Broker option, can be assigned to the customer.

 

•Every customer should have a salesperson associated with their account. This includes customers that are considered house accounts.

 

•For more information on setting up salespeople see the Salesperson File Maintenance chapter in this guide.