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What's New
Assigning a New Sales Rep
Admin/Owner Feature Only!
Assigning a new sales rep to a customer will need to be done from the customer page.
To do so, navigate to Customers → Click into the Desired Customer → Information → Team Info → Sales Rep
Pick the new sales rep and click Save in the bottom left
The new Sales rep will gain access to the customer while the sales rep that was un-assigned will lose all visibility to the customer and proposal.