Internal Tab

The Internal tab indicates the sales structure for this product.

Note: These fields are used in the assigned to section of a lead.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

Reseller

This field represents the default reseller assigned to the product. Select the reseller from the dropdown list. The list of resellers contains organisations defined with the relationship type of Reseller.

Territory

Sales areas are called territories. Select the default territory for the CRM product from the dropdown list.

Sales Person

Select the salesperson that is assigned to the product from the dropdown list.

Sales Team

Select the sales team, which represents a group of people who are assigned to the product, from the dropdown list.

Sales Manager

Select the sales manager assigned to this product from the dropdown list.