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How do I Re-assign a Sales Representative to a Customer?

This functionality is available to the following user roles: 

  • SAAS Owner

  • SAAS Admin

  • Sales Manager - Only for their assigned reps

Sales rep can re-assign their customers to other reps, but will lose access once they save. 

  1. Open the customer information page for the customer you'd like to re-assign (for help searching a customer, use this guide here). 
  2. Scroll drown to find the section field Sales Rep and tap into the carat. A drop-down of all sales reps will appear. Select the correct sales rep. 
    Information_ChangeAssignedRep_GIF
  3. Scroll to the very bottom and tap Save.

NOTE: You can only reassign proposals to a sales rep that is assigned to the same company as the initial sales rep.