When creating an employee in Sales Automation you will see a menu titled SedonaOffice Salesperson. The steps below will show you what needs setup so that the employee will appear in this drop-down.
1) Log into SedonaOffice and go into Sedona Setup
2) Go into Employees, click on the employee in question, and in the ‘Type’ drop-down select SL.
3) Go into Sales Automation, click on Setup, and then employees.
4) Click on the pencil icon to the right of the employee in question.
5) Click on the SedonaOffice Salesperson drop-down and the salesperson will be selectable.
