If you wish to change Salesperson and or the Designer for a single project at a time follow the instructions below.
If you wish to change Salesperson and or the Designer for all projects done by a previous designer see article How to add, edit or delete Salesperson
At project level:
- Click the more options icon
in the project details area of the screen.
- On the Contacts tab there are two drop-down boxes where Salesperson and Designer can be changed.
- Note: If you have not yet added the Salesperson or Designer you wish to change to, see article How to add, edit or delete Salesperson
Related articles
How to add, edit or delete Salesperson