Editing and Deleting Sales Reps

  1. Navigate to portal_settings_icon.png > Settings.
  2. Select Sales Reps in the left-hand sidebar. A list of all current Sales Reps opens.
  3. Click on the name of the Sales Rep you want to modify, to open their details for edit.
  4. [Optional] Edit the necessary fields and click Save.
  5. [Optional] Click Delete to remove the Sales Rep.
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