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