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Project Admin Center - Project Setup - Sales Reps - Manage Sales Rep Details

Project Admin Center - Project Setup - Sales Reps - Manage Sales Rep Details

In this article:

About Managing Sales Rep Details

The Sales Reps menu item under Project Setup in the Project Admin Center provides a Project Administrator with the ability to add or update sales manager/sales rep information including email, phone, and custom sales reps fields, as well as hide/unhide them from the sales rep list on the Sales Center home page.

To manage Sales Rep details:

In the Project Admin Center, click on Project Setup and select Sales Reps.

Assign Sales Rep to Project

1 – In the Project Admin Center, click Project Setup and select Sales Reps.

2 Click on the Sales Reps tab.

Sales Reps

3 – Click on Assign Sales Rep.

Sales Reps

4 – In Sales Rep Details panel on the right, select the Sales Rep from the dropdown and Save.

Sales Reps

Unassign Sales Rep from Project

1 – In the Project Admin Center, click Project Setup and select Sales Reps.

2 Click on the Sales Reps tab.

Sales Reps

3 – Select the Sales Rep that you want to unassign from the project.
4 – Click on Unassign Sales Rep.

Sales Reps

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

Sales Reps

Note: Unassigning a sales rep from a project does not remove them as a Lasso user.

Update/Edit Sales Rep Information

1 – In the Project Admin Center, click Project Setup and select Sales Reps.

2 Click on the Sales Reps tab.

Sales Reps

3 – To edit a Sales Rep’s information, either click on the name of the Sales Rep in the list on the left side of the screen or click on the dropdown in the Sales Rep field on the right side of the screen and select the appropriate Sales Rep.
4 – In the panel on the right, click into the field you want to update, edit as desired, and Save.

Sales Reps