Assigning Sales Sources to Users

After you define your sales sources, use User Maintenance to assign the sources to users.

To assign a sales source to a user:

  1. From the System > System Files > User Control menu, select User Maintenance to display the User Maintenance window.

  2. In the User field, enter or select a user name.

  3. Press Enter to populate the user information.

  4. In the Sales Sources field, enter or select the sales source for the user. Use the Multiple button to enter multiple sales sources.

  5. Save your changes and exit the window.

See Also:

Creating User Records

Sales Sources Overview