Enter Representative Group

Explanation

This activity is used to view, modify, or enter information about representative group. Representatives are the persons who work for the organization and are responsible for different steps of the sales process. Representatives are used to create representative groups. You can create more than one representative group and enter descriptions for each of them. A single representative group may comprise of one or more representatives. On business objects, representative group is used to add representatives.

It is possible to set prefixes for the representative group. Prefix is used in number/ID generation based on the main representative. Prefixes can be set for business opportunity, business activity, marketing campaign and business lead. A prefix can be of maximum two characters.

Prerequisites

A representative must have been created.

System Effects

A representative group is created and available for use in objects such as business opportunity.