Disclaimer: Not all features shown are available with the standard LilyPad Vortex package.

Table of contents:

Creating a Salesperson

Creating a Customer

Creating a Salesperson:

1. To create a Salesperson click on the “+” at top right hand side. To edit an already created Salesperson, click on the drop down on the right.

1. When you start creating a new Salesperson, there will be four required fields that you must fill out: Fishbowl Salesperson, Username, Password, and Email Address.