Through the Customer Agents page, you can link the customers with the agents:

Figure 18 (Customer Agents)

• The List of predefined Customers will be displayed in the Customers block;
• The List of predefined Agents will be displayed in the Agents block;

To add an agent to a certain customer, you need to perform the following steps:

• Select the customer from the predefined list by checking their checkboxes;
• Select the agent from the predefined list block by checking their checkboxes;
• Click <Down Arrow> to add the salesmen to the selected sales team
• To remove a customer agent, you need to select the needed customer agent from the Customer Agents Table block and then click <Up Arrow>