Associating personnel with prospects
Before iMIS can associate personnel with new opportunities based on the designated prospect, you must set up customer relationships in iMIS, which consists of two steps:
- Set up sales and management relationship types.
- Associate sales persons or managers with prospects.
To set up sales and management relationship types
- From Customers, select Set up tables > Relationship types.
- Check Current Relationship Types and ensure that the following codes are defined:
- Code: SALES Description: Sales Person
- Code: RM Description: Regional Manager
To associate sales persons or managers with a prospect
- From Customers, click the Relationships tab in the history area.
- For each sales person or manager:
- On the Relationships tab, click New.
The Relationship Detail window appears.
- Click New to enter edit mode.
- Enter the ID of the person you want to associate.
- Enter the code for the Relationship (SALES or RM).
- Click Save.