Marketing Representative Maintenance

Menu Path: Customer Service $Images\bluerarw.gif$ Module Setup $Images\bluerarw.gif$ Sales and Marketing $Images\bluerarw.gif$ Marketing Representative Maintenance

Purpose

Define marketing representatives.

Overview

Use Marketing Representative Maintenance to define valid marketing representatives. A marketing representative must be associated with a marketing team and can be assigned to customers or prospects. Every customer or prospect can have an assigned primary and secondary marketing representative. This can be used for CRM integration purposes.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Marketing Representative Maintenance window.
New	Click this button to create a new marketing representative.
Update	Click this button to update the selected marketing representative.
Delete	Click this button to delete the selected marketing representative.
OK	Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
Cancel	Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.
First	Click this button to display the first marketing representative.
Prev	Click this button to display the previous marketing representative.
Next	Click this button to display the next marketing representative.
Last	Click this button to display the last marketing representative.

Fields and Buttons

Field or Button	Description
Marketing Representative ID	Enter a marketing representative ID, or click the Lookup button to select a marketing representative ID.

Main Tab Fields and Buttons

Field or Button	Description
Marketing Team ID	Enter a marketing team if the marketing representative is a member of one, or click the Lookup button to select a marketing team.
First Name	Enter the marketing representative's first name.
Last Name	Enter the marketing representative's last name.
Person Type	Select whether the marketing representative is the First Person (primary), Second Person (secondary) or Both (can act in either capacity). Note The type determines if this marketing representative can be entered in the Marketing Representative 1 or Marketing Representative 2 fields in Customer Maintenance.
Commission Group Name	Enter a commission group if the marketing representative receives commissions, or click the Lookup button to select a commission group. Note Commissions are not calculated for marketing representatives.
Email	Enter the marketing representative's email address. This is informational only.
Active	Select this check box if the marketing representative is active. This check box is selected by default. Note If this check box is cleared, the marketing representative cannot be entered in Customer Maintenance.