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DealerTeam

How to Change Salesperson 1 on a Sales Up

Goal

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 the Sales Up record
  • Re-assign Salesperson 1

 

Attention Users,
Salesforce has two different desktop user interfaces: Lightning Experience and Salesforce Classic. This article is designed for Salesforce Classic.

 

Step One: Navigate to the Sales Up

  1. Click the (+) all tabs button.

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  1. Click the Sales Up tab.

1.2.png

 

  1. Click desired sales up record.

1.3.png

 

Step Two: Re-assign Salesperson 1

  1. Double-click the pencil icon next to Salesperson 1 field.

2.1.png

 

  1. Enter <salesperson name> in the input area.
  2. Click the lookup icon.

2.2 2.3.png

 

  1. Click the salesperson name.

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  1. Click Save.

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