Edit salesperson contact information

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

  1. From Partner Center > Sales > Salespeople, click on the Salesperson you wish to update.
  2. Each field on the screen can be updated. Once you are satisfied that the information is correct, click Save.


Sales & Success Center

  1. From Sales & Success Center, click baseline-settings-20px.svg.
  2. Update the appropriate information and click Save

Articles in this section

Was this article helpful?
1 out of 1 found this helpful