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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:

  1. Set up sales and management relationship types.
  2. Associate sales persons or managers with prospects.

To set up sales and management relationship types

  1. From Customers, select Set up tables > Relationship types.
  2. 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

  1. From Customers, click the Relationships tab in the history area.
  2. For each sales person or manager:
    1. On the Relationships tab, click New.

      The Relationship Detail window appears.

    2. Click New to enter edit mode.
    3. Enter the ID of the person you want to associate.
    4. Enter the code for the Relationship (SALES or RM).
    5. Click Save.

See Also

Manager automatically assigned to opportunity


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