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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.
- 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.
- 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.
- Once a Sales Rep is added, the changes can be saved.
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