Deactivating a Salesperson Code

  1. From anywhere IntelliDealer screen, navigate to click the Configuration tab.
    The Configuration Quick Links screen appears.


  2. From the CRM list, click the Profile link and select Salespeople from the drop-down list.


  3. The Salespeople screen appears.


  4. On the Salespeople screen, fill out the appropriate fields and click the Go >> link.
    The Salespeople screen refreshes displaying the generated search results.


  5. Click a Code.
    The Salespeople screen appears.


  6. On the Salesperson screen, select the Active for System checkbox, removing the checkmark.


  7. Click the Save button to deactivate the salesperson code within the system.