When utilizing WideOrbit, the information that is received by Matrix for the salesperson is not the name of the salesperson, but instead a code. For example a John Smith may have a code similar to JSMI or JSM1. Matrix needs to know the WideOrbit code of the salesperson so that the team can correctly activate or deactivate a user.
Finding this code is relatively easy from within WideOrbit. Please follow the below instructions:
- Login into WideOrbit
- Launch the Security User Model/Account Executive Module
- Pull User List from the Security User Model
- Select the appropriate Account Executive and modify the columns to include First Name, Last Name and AE code
- Click on Run
The resulting display will provide the appropriate AE code needed by the Matrix team.