How to manage Sales Representatives

This feature is only available for PRO Connect or Work Subscribers.

As an administrator for your company, you can manage your Sales Representatives by following the instructions below.

How to navigate to your Sales Representatives:

1. Click on Admin at the top.
2. Click on the Settings & Preferences tab on the left-hand side.
3. Click on the Sales Reps drop-down.
4. Click on the Add or edit sales reps link.

How to add new Sales Representatives:

1. Follow the steps in the first list above.
2. Click the Add new sales reps link.
3. Enter the name of the sales rep.
4. Click Submit.

How to remove Sales Representatives:

1. Follow the steps in the first list above.
2. Click the trash can icon on the row of the sales representative you'd like to remove.
3. Click the OK button to confirm.