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How do I merge two sales advisors to one WG event?

How do I merge two sales advisors to one WG event?

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  1. Easy.  Since the first WG form is already open, click on the Create icon and follow the same steps as FAQ 1
  2. Click on Merge Unassigned Event next to the second SA
  3. Select the Item number associated with the WGE
  4. Click the Save button to start the merging
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Note: You will bill this event by the combined total hours for this event. Notice that each time you process or merge sales advisors to the same event (or any WG event for that matter), the information on top of the Billing Summary Page goes away.

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