Assigned Users Button ("Online Users" screen)

Online users may be assigned to a Sales Rep using the "Assigned Users function.  Click Assigned Users and the system will display the "On Line Assigned Users" screen.

 

On Line Assigned Users Screen

 

This screen will display a list of online users that have been assigned to the Sales Rep.

 

Add Assigned User

Click Add to add an assigned user. The system will display all online users that have been created for the same account as the Sales Rep (and only those designated as customers) .

 

On Line Users Screen

 

Make a selection as appropriate.