Assign a Salesperson to a Credit Manager. Using this option in Salesperson/Broker Maintenance which makes it so that all customers assigned to this salesperson will also be automatically assigned to this person as their Credit Manager.
•Use menu path: Salesperson ribbon menu > Salesperson / Broker option > Salesperson area > use the search tool to find the Salesperson > use the Credit Manager drop down list to select a credit manager employee > click Apply > click OK.
•To learn more about how to setup and use the Credit Hold Queue feature see the Credit Hold Queue Overview section of this guide. The control settings for these options and their special configuration page are accessed in the Additional Features section of System Options.