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Appendixes
Appendix A
Sales Force Automation- Web Portal User manual
1. Login
Ay B H i • • • • • • •
• • • • • • • • • i ^ M
Sales Force
Automation
User has to enter user name and password to login
1. Master Data
2.1. Locality Structure
User can add/edit or delete nodes to the locality structure
2.1.1. Add Node to Locality
Structure
Click on + at the position where it is required to add a new node
Locality Type Name - The name for the locality node
Description - Description of locality type
1.2. Agent Structure
2.2.1. Add New Node to The Agent Structure
Select the relevant hierarchy from the drop down
Click on + at the position where it is required to add a new node
2.2.2. Edit Node in the Agent Structure
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