Add Representative to Group

Explanation

This activity is used to add a representative to the group. 

Prerequisites

There are no prerequisites for this activity.

System Effects

A representative will be added to the group. 

Window

CRM Access Group

Related Window Descriptions

CRM Access Group

Procedure

1. Open the CRM Access Group window.
2. Search for the group you want to add representative.
3. Select the Representatives tab.
4. Create new record and select a value for the User ID.
5. Save.