Overview

 

 

Table of content

Step-By-Step

 

Create an account properties

Account Owner you can  add “an account properties”
1- In Tabs => Click on  “Accounts”
2- In View Menus => Select “My Accounts”
3- In  ListViews => Click on “Account” A R WILFLEY AND SONS

 

 

 

 

 

 

 

 New Team Member

 

Account => the buyer name is automatically fill in this square ” X COMPOUND”

1- Type => Put manager in" Chosen “

2- User => fill  the name  “Click on the magnificer at the right of the "User" Field

3- Select the Buyer

4-Save

 

 

 

Step 4 Description

 

 

 

 

Step 5 Description

 

 

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Step 6 Description

 

 

Step 8 Description