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Assign Sales Rep to Project in Project Admin Center

Assign Sales Rep to Project in Project Admin Center

Note: The Sales Rep you want to assign to a project must be set up in the Client Admin Center prior to assigning them to a project in the Project Admin Center Project Admin. Please refer to Add User for more information.

1 - Click into the Project Admin Center Project Admin.
2 - Click on Project Setup and select Sales Reps.

3 - Click on the Sales Reps tab.

Sales Reps

4 - Click on Assign Sales Rep.

Sales Reps

5 - In Sales Rep Details panel on the right, select the Sales Rep from the dropdown.

Sales Reps

6 - Click Save.

The newly assigned Sales Rep will be added to the list of assigned reps.

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