How to Add a Salesperson into the Sales List for Them to Use the Cloud (New Vers.)

Modified on Tue, 29 Apr at 2:44 PM

How to Add a Salesperson into the Sales List for Them to Use the Cloud (New Vers.)

Learn how to add a salesperson to the sales list, allowing them to access and use the cloud features.



1. Click on My Users

Click on My Users



2. Click on Add New

Click on Add New



3. Select Sales to make them appear in "Salesperson" list when creating invoice

Select Sales to make them appear in "Salesperson" list when creating invoice



4. Fill in the rest of the information

Fill in the rest of the information



5. Click on Save

Click on Save



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