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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. 

It is not best practice to allow all users the ability to change the assigned Salesperson. A User must have permission to Modify all Records in order to accomplish this task.   

Re-assign Salesperson 1

Follow the gif to look-up and select a user to re-assign salesperson 1. Complete the same process to assign a Salesperson 2.   

 

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