Assigning a Salesperson to a Contact

OASIS allows users to assign a salesperson to a contact. This feature is designed to work for the customer tab of a project and to help users generate powerful reports. Users may set up each a contact with its own role, influence, and salesperson.

1. Navigate to the Contacts page, and double-click on a contact.

2. The "Contact Editor" window will appear.

3. Select the "Company Details" tab.

4. Select a "Role" for the contact, using the drop-down menu.

5. Add influence as follows:

• A- Rank equivalent/ Influence- type in 70
• B- Rank equivalent/ Influence- type in 50
• C- Rank equivalent/ Influence- type in 30
• D- Rank equivalent/ Influence- type in 10

6. Select the name of the "Sales User" to assign them to that contact.

7. Select "OK."