Add a Sales Group - Common Procedure

These are generic procedures that are common across all or multiple areas of Lucernex. As such, these procedures do not call out specific navigation to the page.

See our Activate or Deactivate a field Option article to learn how to activate or deactivate a field option.

To add a sales group:

1. Click to the immediate right of the Sales Group field.

   A window opens.

2. Click Add Sales Group.

   The Add Sales Group window opens.

3. Enter the name of the sales group in the Name field.

4. Enter the description of the sales group in the Description field.

5. Select the alias for the sales group from the Alias For Sales Group field.

6. Select the portfolio you want this sales group to be available for from the Available for the following Portfolios / Capital Programs field.

   All Portfolios / Capital Programs is selected by default. You can select multiple options.

7. Click Add.

   The Add Sales Group window closes. The sales group appears as selected in the Sales Group field.