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How do I update rep assignments and reassign to-do’s and notes?
How do I update rep assignments and reassign to-do’s and notes?
Matt Baker avatar
Written by Matt Baker
Updated over a week ago

1. To reassign a rep, go to Account > EMP Settings > Rep Assignments

2. Find the rep you want to switch out next to the “then rep is” drop down menu, click it, and select the new rep. Click Save Filters on the bottom.

3. Then click Users on the left

4. Find the rep you would like to deactivate and click on the circle with the line through it. After clicking on it, it will then ask you which user to reassign the notes and to-do’s to.

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