Assign Salesperson Screen

Access

To assign a salesperson to a customer/prospect on the STORIS Up system main screen, select the salesperson in the Available pane then click on the Assign button.  The Assign Salesperson screen appears in which you must specify a reason for assignment and a description of the customer.  The description helps distinguish the customer from other customers and avoid confusion amongst salespersons. Once you enter this information, the salesperson moves from the Available pane to the Assigned pane.

Reason for AssignmentEnter a reason for the assignment.  If you click on the Arrow, a list of actions appears from which you can choose.

Customer DescriptionEnter a description of the customer to distinguish the customer from other customers in the store.