Work with salespeople

Use this list to manage users People who have active user accounts in Microsoft Dynamics CRM. in your organization who have the Salesperson A security role that users can be assigned in Microsoft Dynamics CRM. A salesperson is responsible for finding and qualifying leads, and working with opportunities, accounts, and contacts in order to generate sales revenue, among other activities. security role.

Note that this list does not become active until you set the fiscal year settings for your organization. More information: Work with Fiscal Year Settings

Create or edit a user record

Add multiple user records

Enable or disable a user record

Reassign user records individually or in bulk

Create or edit a territory

User Summary report

What else can I do? More tasks...