The Setup tab allows you to add and edit salesman information, such as name, address, and contact information.
As a general rule, a salesman should never be deleted from the system if there are orders tied to their Salesman code. Deleting a salesman with this history may result in inaccurate salesman reporting and can cause errors when viewing information in the Sales Pivot View. Instead of deleting the salesman, change the name of the salesman to indicate that they are no longer active and use Customer Mass Change to assign any customers to a new salesperson.
Making Mass Changes for Customers