Edit a Sales Rep/Territory

Target Platform: System Administration Published: 10/1/2020 Scope: Administration & Configuration

When you want to edit a current Sales Rep or Territory, go to "Sales Reps" under the Contacts menu.

Here's how to edit a current sales rep:

i - As in the MRSware desktop client there is more than 1 way to edit a sales rep

Desktop options

Option 1:

1 - Click or tap "Contacts - Sales Reps" on the Menu bar or Menu list

2 - Click or tap a current sales rep to open a Review Sales Rep form

3 - The Review Sales Rep form opens

4 - Click or tap "Edit"

5 - Change or add information to the form
(we changed the Split Rate in the screenshot example to the right)

6 - Click or tap "Save"

Option 2:

1 - Click or tap the 3 dots icon to the right of a current sales rep

2 - Click or tap "Select" to open a Review Sales Rep form
(see screenshot to the right)

3 - The Review Sales Rep form opens

4 - Click or tap "Edit"

5 - Change or add information to the form

6 - Click or tap "Save"

Option 3:

1- Click or tap the sales rep to edit

2 - Click or tap the 3 dots icon on the Menu bar, to the right of your Initial
(see screenshot on the top right)

3 - Click or tap "Select" from the Slidebar menu to open a Review Sales Rep form
(see screenshot on the bottom right)

4 - The Review Sales Rep form opens

5 - Click or tap "Edit"

6 - Change or add information to the form

7 - Click or tap "Save"

Mobile options:

Option 1:

1 - Tap "Contacts - Sales Reps" on the Menu list or "Sales Reps" in the Tab bar (screenshot below left)

2 - Tap a current sales rep

3 - The Review Sales Rep form opens

4 - Tap the pencil icon (Edit) in the bottom right of the page (see the screenshot below middle)

5 - Change or add information to the form (we changed the Split Rate in the screenshot example below right)

6 - Tap the checkmark (Save) at the top right (see the screenshot below right)

Option 2:

1 - Tap the circle, to the left of a current sales rep

2 - Tap the pencil icon (Edit) on the Menu bar (see the screenshot to the right)

3 - The Review Sales Rep form opens

4 - Change or add information to the form

5 - Tap the checkmark (Save)

Option 3:

1 - Tap the 3 dots to the right of a current sales rep

2 - Tap "Select" on the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Sales Rep form

4 - The Review Sales Rep Form opens

5 - Tap the pencil icon (Edit)

4 - Change or add information to the form

5 - Tap the checkmark (Save)

i To get back to the Sales Rep listing, without making any changes, tap the back arrow at the top of the Edit page.