Associating a new Sales Rep Account to a user

Use the User Maintenance page to associate a sales rep account to a user.
  1. Navigate to the User Maintenance page in the CRM Admin application.
  2. Search and select the required sales rep user in the User Maintenance page. The User information tab is displayed.
  3. Click Search in the Default Account field. The Account Lookup window is displayed.
    Note: The sales rep accounts are filtered based on the selected user.
  4. Select the required account in the Account Lookup window.
  5. Click Submit.
  6. Click Save on the User Maintenance page to set the user as the account manager.
    Note: The default back office, accounting entity and warehouse should be available for the selected user.