Adding Internal Participants

Enter internal participants in the Required, Optional and For Information fields:

• Click on Add a value and select an entry from the drop-down list:

  

• Or click on Add a value and begin typing the name of the rep. Aurea CRM lists all matching reps.
• Click on (Select Rep), to select the desired rep in a separate window, >> Selecting Reps. You can then select the desired participation type from the rep’s context menu.