Sales leads that enter the system through the web and/or email create new Sales Ups. Most often Salesperson 1 will default to the System Admin or API-User. This article illustrates how to re-assign Salesperson 1.
After reading this article you will be able to:
- Navigate to a sales up record
- Re-assign or change Salesperson 1
Step One: Navigate to a Sales Up Record
- Click the App Launcher icon.
- Enter Sales Up in the quick find area.
- Click Sales Up.
- Select desired Sales Up record.
Step Two: Re-assign Salesperson 1
- Click the pencil icon next to Salesperson 1 field.
- Enter <salesperson name> in the input area.
- Click the salesperson name.
- Click Save.