Unassign Sales Rep from Project in Inventory Center

Unassign Sales Rep from Project in Inventory Center

1 – Click into the Inventory Center 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 Admin. You must have a Client Administrator Role and Users Permissions to access. Please refer to Edit User for instruction.