Monarch - How to add New Salesperson into the Budget Template - Manager

To add a New Salesperson into the Budget template, please follow the below steps:

1. Navigate to Budgets.
2. Click on the Budget template that you wish to add the New Salesperson.
3. 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. 

Notes: 

• 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.
• Leave budget item (Account) empty for entering *New Business.

6.  Click Save and Finish or Save and add more items.