Selecting Reps

In some info areas such as Activities you can select reps to add them as internal participants.

To select reps:

1. Click on the participant field, e.g. Internal Participants.

   The available reps are listed.

2. Select the rep(s) by clicking on the desired name(s).
3. You can also click on to switch from the rep list to the rep group list.
   
   
   
4. Click on the desired group to display only the reps belonging to this group.
5. To select rep(s) in the group you can
   • click on the desired rep(s)
   • click on All.
   • click on None if you want to cancel your selection.
6. Click on Employees to return to the rep list.
7. The Selected row indicates the number of selected reps (the ones you selected from the rep list as well as the ones selected from the group list).
8. Click on Done to return to the record.