Your contact information will appear in the Snapshot report call-to-action header and footer, the Snapshot report printout, as well as the new Business Center location dashboard. Therefore, it's critical that the information is present and accurate.
This information can be updated in two places: Either by the salesperson themselves in the Sales & Success Center or by an admin in Partner Center.
- Log into your Sales & Success Center account.
- Click the gear icon in the top-right corner.
- Enter your phone number, address, city, zip code, country and state.
- Click Upload Image and choose a photo from your computer (note the image size specifications).
For Partner Center admins:
- Log into Partner Center at partners.vendasta.com
- Click on the Sales > Salespeople sub-tab.
- Search for the salesperson you would like to edit and then click on their name to edit their details.