Reps

The Rep info area allows administrators to emulate their internal company structure, such as employees, groups, and resources.

Select Settings > Maintenance > Reps to access the Rep info area ID.

Administrators can use the Rep info area to:

  • Create new rep records.
  • Search for an existing rep.
  • Add/change rep data like telephone profile, contact information, etc.
  • Access and configure a rep's login. For further details, see Logins.
  • Assign roles to reps. For further information, see Role-Based Access.
  • Define a rep's special skills, e.g., fields of specialization, knowledge of products etc.
  • Assign reps to temporary organizational groups via the Group Allocation GZ info area.

For detailed information on the Rep info area and its sub-info areas, see Rep in the CRM.Core Administrator Guide.

Note: The Reps menu item ID_NET_REP_SEARCH is available for the SU and users who have access to the Rep info area ID and to the CRM process 1.5.2.2.104 Rep CRM process ID 50000670. The Rep CRM process is disabled by default.