Rep Information

Learn to store users in Aurea CRM and add additional information about them.

Users in Aurea CRM are stored in the Rep info area ( (Administration) > Reps). You can enter additional information concerning the rep in the Rep Additional Info info area.

Assign the rep to a business area (e.g. "OTC") in the Business Area field in the Rep Additional Info info area. If you define product details for the "OTC" business area, these records only apply to reps assigned to the "OTC" business area. The same applies to the entry of sample codes, weightings and conditions.

Reps can only view those entries assigned to their business area.