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Flex: How to change salesperson and designer for a single project

Sue
  • Updated

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 Flex: How to add, edit or delete Salesperson.

  1. Click the Projects tab on the Flex platform and open your project.

  2. Click Additional Information and under Project Information there are two drop-down boxes Salesperson and Designer.

  3. Once you have made your selection click Save Project to confirm.

  4. Note: If you have not yet added the Salesperson or Designer you wish to change to, see article
    Flex: How to add, edit or delete Salesperson. 

 

 

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Flex: How to add, edit or delete Salesperson.

How to add, edit or delete Salesperson

 

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