Add an Employee

You can assign employees to work on specific sales opportunities.

To add an employee:

1. Under the CRM menu section, go to Opportunities » Information tab.
2. Use the search filter and/or the Search field to select a closed opportunity.
3. Click the Employees sub-tab.
4. Click + Employee.
   A new employee line appears.
5. Enter or select an employee number or name from the drop-down list.
6. Enter the role of the employee.
7. Click Save.