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Some staff do not appear in Salesperson menu when creating an organization or contact
Answer ID 5987 |
Last Review Date 04/08/2022
Why don't some staff accounts appear in the Salesperson drop down menu when creating an organization?
Environment:
Organizations, Accounts, Profiles
Resolution:
Visibility for assignment as a Salesperson can be enabled/disabled at the profile level. Use the steps below to resolve this:
1. For affected accounts, open their associated profile for edit.
2. Select Permissions from the top ribbon and then the Opportunities tab.
3. Enable the Assignment - Appear in Menus option and save the profile change.
When you create a new organization, all staff associated with this profile will then be available from the Salesperson drop down. Note: If you do not see them right away, you may need to log out and back into the application to test results. Changes should be immediate.