Deactivating a Salesperson Code

  1. From any IntelliDealer screen, click on the Configuration tab.
    The Configuration Quick Links screen will appear.


    Configuration Quick Links screen

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


    Configuration Quick Links screen

  3. The Salespeople screen will appear.


    Salespeople screen

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


    Salespeople screen

  5. Click on a Code.
    The Salespeople screen will appear.


    Salespeople screen

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


    Salespeople screen

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