To add a New Salesperson into the Budget template, please follow the below steps:
- Navigate to Budgets.
- Click on the Budget template that you wish to add the New Salesperson.
- Click + Add Budget Item or New Business which is located at the bottom left of the page.
5. Fill out all the necessary information as shown below.
- Your fields may be slightly different based on your template configuration.
- For each line item, (Outlets, Rev Types, etc.) you will have to do these same steps to add your New Account Executive.
6. Click Save and Finish or Save and add more items.