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  1. Go to Contacts

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  1. screen

    image-20250217-084749.pngImage Added

  2. Navigate to the WORK tab

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  3. Select the Contacts that you want to be a Sales Person and check the checkbox Sales Person in the Personnel Information screen.

  4. Make sure to click on SAVE.

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You can see in the SO screen that the Accounts Sales Person’s name is showing in the dropdown for Sales Person.

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35. If you want to remove a Sales Person in the Dropdown menu, you just need to un-check the Sales Person check box and Save. It will not no longer show on the dropdown list of Sales Person.

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