How to Add to, Change or Delete a Sales Advisors to/from the drop down list
Open the Sales Advisors drop down list window
1: Click Admin from the menu.
2: Select Drop Down Lists --> Sales Advisors from the drop down list - the Sales Advisors window will open.
Add an Advisor
1: Click the New button.
2: A new entry is created.
Edit the Name
1: Click the new entry and type the Advisor's name.
Repeat the clicking of the New Button to add more advisors.
Save changes
Click OK - the window will close
Edit an Advisor
1: Click on the Advisor to be changed and type the new name.
2: Click OK to close the window.
Delete an Advisor
1: Click on the Advosor to be deleted.
2: Click Delete - the Advisor will be removed.
3: If deleted in error - Click Undelete to reverse.
Close Window
1: Click OK to close the window.
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