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
    Screen_Shot_2018-07-24_at_10.14.43_AM.png
  • In Business App
  • In any campaign emails configured to include this information
    campaigns.png

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

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