Note
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Delete salesperson from machine evaluations
Note
This function is only available to agricultural machinery dealers.
Proceed as follows to deactivate notifications about the machine evaluation carried out by a specific seller for a seller:
- Click on Seller in the navigation bar.
- Select the Seller option in the menu.
- The Seller page is displayed.
- In the list in the Code column, click on the seller whose data you want to edit.
- The seller/buyer card is opened.
CAUTION!
The user name stored in the CRM settings tab was stored by TRASER as part of the initial configuration and must not be changed under any circumstances.
- In the Assigned sellers for machine evaluation area, click on the name to select the seller for whom you want to deactivate notifications about machine evaluations.
- Click on Assigned sellers for machine evaluation.
- Select the Delete seller option.
You have deleted the selected seller from the list. This seller is no longer notified when the seller of the seller/buyer card carries out a machine valuation.