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Sales Agent Groups

Concept

Sales Agent Groups supports CRM by keeping records aligned with the current ERP route. Use it to review details, maintain required setup, and support downstream workflows.

Fields

FieldMeaning
ReferenceUnique record identifier.
Name / DescriptionHuman-readable label or business context.
StatusCurrent workflow state, such as pending, active, approved, posted, or closed.

How To

  1. Open CRM -> Setup -> Sales Agent Groups.
  2. Use search or filters to find an existing record.
  3. Open a record to review details and related sub-records.
  4. Click New when a new record is required.
  5. Complete the required fields and save.
Screenshot: CRM Sales Agent Groups list and detail view
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Customer Groups