How to add, edit or delete Salesperson

This article explains how to make amendments to Salesperson,  how to unarchive a Salesperson and how to change Salesperson one project at a time.  On occasion you may need to amend or change Salesperson details, for example:

• If you have a new starter
• If someone changes their name
• If a designer or salesperson leaves

Note: To do this in Winner Flex please see articles Winner Flex: How to add, edit or delete Salesperson. and Winner Flex: How to change salesperson and designer for a single project.

Winner Design - add edit or delete Salesperson

To add, edit or delete Salesperson text you need to begin in Project level:

1. Click Global settings on the menu bar.
   
   
2. Select Company information.
   
   
3. You see the option contact person at the bottom of the window.
   
   
4. Click on the More options button:
   
   
   
   
5. To add a name click on New, enter details then click OK to confirm.
   
   
6. To edit a name select the name and click Edit.
   Make the amendments and click OK to confirm.
   
   
7. To delete a name select the name and click Delete then click OK to confirm.  This procedure will archive the name.  How to unarchive a name is shown below.
   
   
8. If the deleted name is still listed after step 7:
   At Project level on the menu bar click on Global settings > Security > Security policies, with a user selected in the list click on the User properties button.  Do this for all users listed and check if any of the users has the old signature assigned to them, if they do they must change this to the correct one.

Winner Design - how to unarchive a name

At project level:

1. Click Global settings on the menu bar.
   
   
2. Select Company information.
   
   
3. You see the option contact person at the bottom of the window.
   
   
4. Click on the More options button:
   
   
   
   
5. In the List of contacts window tick the checkbox Show archived contacts at the bottom of the window.
   
   
6. Any contact with a * next to its name has been archived.
   
   
7. To reverse this select the contact and whilst holding down Ctrl key on your keyboard, click Delete.
   
   
8. The contact will now be restored and available in drop-down menus.

NOTE: After any amendments or deletions ensure to log in /restart Winner again to see the changes.

Winner Design - Change Salesperson for one project

At project level:

1. Click on the more options button    in the project details area of the screen.
   
   
2. On the Contacts tab there are two drop-down boxes where Salesperson and Designer can be changed.
   
   Note: You are able to click on the more options button next to Salesperson and Designer to enable you to add edit or delete the name, as from point 5. above.