Using Focus3

Sales Exec Archive

Overview

• The Sales Exec Archive displays all Sales Execs that have been previously assigned to a Contact.
• Only Users who are the assigned Sales Exec, a Sales Assistant for the assigned Sales Exec, or with the "Manage All Contacts" Permission have the ability to view the Sales Exec Archive.

Related Tasks

• To view the Sales Exec Archive:
  • Access the desired Contact's Contact Details page.
  • Click the "Sales Exec Archive" link, located beside the "Sales Exec" field, to display the Sales Exec Archive page. All prior assigned Sales Execs will be listed along the with the Date Transferred and the User that initiated the Transfer.