Setting responsibles

  1. Select a sales team.
  2. Go to the Responsible tab.
  3. Select a user from the User table.
  4. Select the Responsible code from the list.
  5. Click the right arrow to move the selected users to the Responsibles table.
    A sales team can have more than one sales manager, and a user can belong to several sales teams. A user is also set as responsible for other teams.