How do I update rep assignments and reassign to-do’s and notes? : EMP Support

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How do I update rep assignments and reassign to-do’s and notes? Print

Modified on: Tue, 2 Aug, 2016 at 11:55 AM

1. To reassign a rep, go to Account > EMP Settings > Rep Assignments

2. Find the rep you want to switch out next to the “then rep is” drop down menu, click it, and select the new rep. Click Save Filters on the bottom.

3. Then click Users on the left

4. Find the rep you would like to deactivate and click on the circle with the line through it. After clicking on it, it will then ask you which user to reassign the notes and to-do’s to.

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How do I update rep assignments and reassign to-do’s and notes? Print

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