Editing Sales Person Information

Note: Sales Persons can only be viewed and edited by organizational users who have been granted relevant permissions

A newly created sales person appears on the Sales Persons Page. To edit a sales person's information, follow the steps below

Step 1 - Open The Edit Sales Person Popup

Head to the Sales Persons Page via links available on the Left Navigation Bar. On the Sales Persons Page, search for your desired sales person in the Sales Persons Table or filter sales persons to find your desired sales person. Once visible on the Sales Persons Table, click on your desired sales person's row to open the Edit Sales Person Popup.

Edit Sales Person Popup

Step 2 - Edit And Save Desired Information

The Edit Sales Person Popup features several fields of information. Fields that appear in red are required fields

To modify information, simply click on a field and enter/modify information. Clicking the Save & Close button will sync this information on our servers.