How to change the Sales Rep in the Customers App?

Updated on December 11, 2020 05:40AM by Admin

The Customers app of Apptivo allows you to maintain a detailed database of every interaction with your customer. The Sales Rep assigned to a customer can also be changed whenever there is a need for it.

Steps to change the Sales Rep

  • In the Customers app of Apptivo, select the More Details icon of a customer from any view.
Customers App

  • You will be redirected to the overview page of the customer. Here, you can change the Sales Rep. Hover your mouse over the Sales Rep field. A pencil icon will appear.
Overview

  • On clicking the pencil icon, the field becomes editable. Click on the Search icon to add a new Sales Rep from the Search and Select window.
Search and Select

  • Once a Sales Rep is added, the changes can be saved.
New Assignee