User Guide › Market
Overview
Use the Principals page to review principal records in the Market area. Sales representatives and sales managers can use this list when they need to identify a principal by display name, full name, type, market segment, or active status.
Before you start
Ensure that you have access to Market > Principals.
Steps
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In the navigation bar, select Market > Principals.
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Review the principal records displayed in the list. Use the Display name, Full name, Type, Market segment, and Active columns to identify the required principal.
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To begin adding a new principal record, select New.
Tip: Use Display name and Full name together to distinguish principals with similar names.
Note: Review the Active column when determining whether a principal record is currently active.
Result
You have accessed the Principals list and can review principal records or begin adding a new record.
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