Navigate to Setup > Sales Person > Edit Salesperson.

Adding your sales team to the system allows you to assign a specific salesperson to each new client during their setup. This information is particularly useful for managing commission payouts and handling client inquiries efficiently.

To edit a salesperson:

1. Click Edit Salesperson.

2. You can change the salesperson's Name.

3. You can change the Short Name for the salesperson.

4. You can select the Classification for the salesperson.

5. Check the Enabled box if the salesperson is currently active and in use.

6. Click Save to change the salesperson's information to the database, or Cancel to discard the changes.