Add an Employee You can assign employees to work on specific sales opportunities. To add an employee: Under the CRM menu section, go to Opportunities » Information tab. Use the search filter and/or the Search field to select a closed opportunity. Click the Employees sub-tab. Click + Employee. A new employee line appears. Enter or select an employee number or name from the drop-down list. Enter the role of the employee. Click Save. Parent Topic: Opportunities Procedures HomeMaconomy User Guides Web ClientCRMOpportunitiesOpportunities ProceduresAdd an Employee
Add an Employee You can assign employees to work on specific sales opportunities. To add an employee: Under the CRM menu section, go to Opportunities » Information tab. Use the search filter and/or the Search field to select a closed opportunity. Click the Employees sub-tab. Click + Employee. A new employee line appears. Enter or select an employee number or name from the drop-down list. Enter the role of the employee. Click Save. Parent Topic: Opportunities Procedures HomeMaconomy User Guides Web ClientCRMOpportunitiesOpportunities ProceduresAdd an Employee