This feature is only available for PRO Connect or Work Subscribers.
You can add a sales rep to a job by following these steps:
- Edit the job.
- Click on the Edit icon (pencil) in the Job Team section in the lower right hand corner.
- Make your selection in the Sales Rep drop-down.
- Click the Update Job Details button.
You can remove a sales rep from a job by following these steps:
- Edit the job.
- Click on the Edit icon (pencil) in the Job Team section in the lower right hand corner.
- Click the "select sales rep" option in the Sales Rep drop-down.
- Click the Update Job Details button.
Your Administrators can learn how to manage your sales reps by clicking here.