When a customer has questions, it's important that they know whom to contact. For this reason, they can find a Salesperson's contact information in each of the following locations:
- The Snapshot Report sidebar
- The Snapshot Report printout
- In Business App
- In any campaign emails configured to include this information
Update salesperson contact information
You can update a Salesperson's contact information from Partner Center or Sales & Success Center.
Partner Center
- From Partner Center > CRM > Salespeople, click on the Salesperson you wish to update.
- Each field on the screen can be updated. Once you are satisfied that the information is correct, click Save.
Sales & Success Center
- From Sales & Success Center, click
.
- Update the appropriate information and click Save.