General Owner Settings
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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

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Pick the new sales rep and click Save in the bottom left

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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.