- ContentsQuick LinksAccount Analysis landing page Accounting landing page AIM help AIM Receiver help Arrangements landing page Batch Processing landing page Custodian help Dashboard help Data Exchange landing page Dialer Campaigns landing page Exchange Manager help Invoices help Latitude help Latitude Console help Letter Console help Letters landing page Link Console help List Builder help Portfolio Manager help Reporting Console help Reporting landing page WorkFlow Designer help Work Queues landing page
Salesman Codes
You can search for, add, modify, and delete salesmen. Users can assign an individual salesman to each client to track the number and value of accounts placed. The system also tracks the money collected and fees placed against accounts for each salesman in an office. For more information, see Maintain Client Account Information.