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Unassign Sales Rep from Project in Project Admin Center

Unassign Sales Rep from Project in Project Admin Center

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 - Select the Sales Rep that you want to unassign from the project.
5 - Click on Unassign Sales Rep.

Sales Reps

6 - A message will come up asking if you’re sure you want to delete the selected item(s).
7 - Click Yes.

Sales Reps

The Sales Rep will be removed from the list of assigned reps.

Note: Unassigning a Sales Rep from a project does not remove the rep as a User on Lasso. If you want to remove a User from Lasso, please refer to Delete User