Documentation Guide for Salesman

Sales

1. Create customer accounts:  [Sales] Customers > Adding a New Customer

2. Changing customer contact information:  [Sales] Customers > Changing Customer Information

3. Quotes and pricing:  [Sales] Proposals > Overview

4. Create proposal templates:  [Sales] Proposals > Proposal Sets and Templates > Customer Specific Product or Price List

5. Customer Sales History:  [Sales] Customers > Customer History

6. Create, price, and manage materials lists within SO:  [Sales] Materials Lists > Overview

Salesperson Commissions

1. Commission overview:  [Sales] Salesperson Commissions > Overview

2. Evaluate invoices and quotes per salesperson:  [Sales] Salesperson Commissions > Viewing a Salesperson's Invoices and Quotes