How to: Set Up Salespeople

Many companies want to follow an individual employee's performance as a basis for calculating the sales commission or bonus. See, for example, the Salesperson Commissions report. A company may also want to assign a salesperson to each of their contacts.

When yo have set up a salesperson in the Salespeople window, you can select it in the Salesperson Code field on all relevant records, such as G/L account, customer, vendor, contacts, and campaign cards. Then, when you post or set up invoices, credit memos, journal lines, finance charge activities, and so on, the salesperson code is carried to the resulting ledger entries.

To set up a salesperson code

  1. Choose the Search for Page or Report icon, enter Salespeople, and then choose the related link.
  2. In the Salespeople window, choose the New action.

You can use salespeople in various relationship management and marketing work. For example, you can assign tasks to salespeople, so that the tasks are incorporated in sales opportunities that the salesperson are assigned to. For more information, see How to: Set Up Opportunity Sales Cycles and Cycle Stages.

See Also

Setting Up Sales
Sales
Working with Dynamics 365