Here, we will learn how to add a secondary salesman to a deal. As we all know, there are circumstance when another salesman may take over for the prior salesperson. What the following steps will do is allow that secondary salesman to view the profile of that customer and add notes, make calls and send emails to that customer. The first step is to search for the customer:

Open the customer's profile and click edit in the lead pod:

Once you've selected the secondary salesperson, click update on the bottom and that sales person can view the profile anytime. When the deal is marked sold, both salespeople will have obtained credit for the sale, showing up as (.5) in the sales figures.

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