Sales rep information can be updated within a proposal after creation. Sales rep info can only be updated when financing is not finalized. Follow the steps below to update sales rep information and add a second sales rep.
Step 1: From the proposal, click the “Sales Info” tab on the left.
Step 2: Click the “Edit” icon to update the sales rep information.
Step 3: Select a different sales rep from the dropdown.
Step 4: To add a second sales rep’s information, click the “Edit” icon in the “Secondary Sales Representative” section.
Step 5: The updated details will save automatically after selection.
