Adding a User to a Department in SalesAutomation

Follow these steps to add a User to a Sales Department in Sales Automation

1) Log into Sales Automation, Click on Setup and then Users, click the Add User button and create the User and save.

2) Click on Setup then employees, click the New Employee button and then link the User you just created to the employee and then save.

3) Click the pencil icon to the right of the employee.

4) Underneath Departments click the Add button and add the desired Sales Department and then click the checkmark on your right to save

5) To save/edit a proposal your USER must be part of a Sales Department. Peter can now save/edit a proposal.

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