Assign salespeople to prospects

To assign a Salesperson to a prospect:

  1. Go to Partner Center > Sales > Prospects.
  2. Find the prospect you want to assign the salesperson to. 
  3. Select the Salesperson you want to assign from the dropdown menu.
    • This sends the Salesperson an email notifying them of the change.

    screenshot-partners.vendasta.com-2023.12.15-11_21_17.png

 

Assign Salespeople

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