About Assigning Sales Rep to Project in Inventory Center
Sales Reps can be assigned to a Project at the time they are added as Users in Lasso (see About Users) or, once they’ve been set up, they can also be assigned to a Project via the Inventory Center. As well, details can be added or changed, such as phone number, email address, and whether they are to be displayed on the Sales Center Home Page.
To Access Sales Rep List:
1 – Click into the Inventory Center .
2 – If applicable, click on the Component tab of the Unit you want to access.
3 – Click on Sales Reps.
This will bring up a list of all Sales Reps who are assigned to the Project you are logged into.
- Assign Sales Rep to Project in Inventory Center
- Update/Edit Sales Rep Details in Inventory Center
- Remove Sales Rep from Project in Inventory Center