To add a new salesperson or territory, use the quick add in the panel on the left side of the screen.
To continue, click >Save you will be directed to the Edit page:
Complete the required fields.
In order for the salesperson to be copied on quotes in their area or customer, be sure to enter a email address for them here.
You may also enter up to four additional email address to automatically copy quotes to.
Additionally, if you want to exclude a salesperson from receiving quotes, check the box: Exclude From Quote CC's.
