Now that we have set up our salesperson, it is time to assign the salesperson their first customer. Previously, no salesperson had been assigned to our one and only customer, Mike Smith. So let's go to the Sales menu and then click on Mike Smith to pull up his customer record and assign him Terry Ziegler as his salesperson. The following screenshot is of the customer screen opened to assign a salesperson:
Here, we have set the sales person to Terry Zeigler. By assigning your customers a salesperson, you can then better organize your customers for reports and additional statistical analysis.
