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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 a sales up record
  • Re-assign salesperson 1

 

Step One: Navigate to a Sales Up Record

  1. Click the App Launcher icon.

1 How to change  Salesperson 1- app launcher.png

 

  1. Enter Sales Up in the quick find area.
  2. Click Sales Up.

2 How to change  Salesperson 1- sup navi.png

 

  1. Select desired Sales Up record.

3 How to change  Salesperson 1- sup record.png

 

Step Two: Re-assign Salesperson 1

  1. Click the pencil icon next to Salesperson 1 field.

4 How to change  Salesperson 1- edit pencil.png

 

  1. Enter <salesperson name> in the input area.
  2. Click the salesperson name.
  3. Click Save.

5 How to change  Salesperson 1- Salesperson 1.png