Unassign Sales Rep from Project in Inventory Center
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.
4 – Click on the name of the Sales Rep you wish to remove from the Project.
5 – Click on Unassign.
6 – You will be asked if you’re sure you want to unassign the Sales Rep. Click OK.
This will remove the Sales Rep from the Project.
Note: Sales Reps can also be removed from a Project via Lasso’s Client Admin Center . You must have a Client Administrator Role and Users Permissions to access. Please refer to Edit User for instruction.