Creating and Assign a Collector in Collect 365

Create and Assign a Collector

Step 1

1. On the Home Page, click Search
2. Search for Collectors
3. Click on the Collectrs – Administration page
4. This will open the Collectors setup window where User ID’s are associated with Collectors

Step 2

1. Use the dropdown under User ID to select your preferred user
2. Enter your E-Mail
3. Exit the Collectors page
4. On the Home Page, click on the Sales dropdown
5. Select Customers
6. Click on your desired Customer
7. Collector = the preferred user in step 5
8. Exit the Customer window