To print a list of your salespeople, navigate to Setup > Sales People, then click the Print button.

Maintaining a record of your sales team allows you to easily assign a salesperson to each new client. This information is valuable for managing commission payouts and resolving client inquiries efficiently.

After clicking the Print button, a list of your salespeople will be generated, displaying the following details for each:

• Name: The salesperson's full name.

• Short Name: A shortened name for the salesperson.

• Enabled: Indicates if the salesperson is currently active.

• Classification: The assigned classification for the salesperson.

• Record Date: The date the salesperson's record was created.

• Record Time: The local time the salesperson's record was created.

• Record User: The user who created the salesperson's record.

• Update Date: The date the salesperson's record was last updated.

• Update Time: The local time the salesperson's record was last updated.

• Update User: The user who last updated the salesperson's record.

Report Options

• Back to Sales People Setup: Click this button to return to the previous screen.

• Email Report: Click this button to email the generated report.