In the Customer Responsibility Centers Dialog Box
In the Customer Responsibility Centers dialog box, you can assign a primary salesperson and additional salespersons to a customer. For more information, see About Customer Responsibility Centers. You can access this box three ways in the Customer database:
Click .
Click View then select Responsibility Centers.
Type Ctrl + L.
Note: This feature is not included in all software packages and may require authorization. For more information, contact ECI sales.
Click each box below for more information.
Responsibility Center
Primary Salesperson
Additional Salesperson
Return to:
Setting Up Customer Responsibility Centers
About Salesperson Responsibility Centers