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Sales Associate: Edit a Sales Associate

Instructions to edit a sales associate in eWinery

Edit a Sales Associate

  1. In the Sales Associates Table, click the edit button to the right of their name and the Edit Sales Associate window will appear.

  2. Make any necessary changes to the Sales Associate record then click ?SAVE?. When saved successfully, you will receive a confirmation message.

  3. Click the ?Close Window / Refresh List? button to see the change you made in the Sales Associates list.

    NOTE: If you renamed the sales associate, they may disappear from the list. This is because the search criteria in the left hand navigation pane is still searching for the old name of the Sales Associate. Revise your search criteria and you will find the newly modified Sales Associate.