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

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.

On the Flex platform:

1. Click the Projects icon on the left hand menu bar 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, on the top toolbar, 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. 

Related articles

Flex: How to add, edit or delete Salesperson.

How to add, edit or delete Salesperson