Assign a Salesperson to a Customer

To assign a salesperson to a customer:

1. Open the customer's record.
   How?

   1. In the Home window, click Customers & Sales on the navigation pane.
   2. In the Tasks pane, right-click the Customers icon and select Modify Customer from the menu.
   3. Select a customer from the list and click OK.
2. On the Address tab, select a Salesperson from the list.
3. Click Save and Close.

Published: June 21, 2016
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