Why This Matters

Keeping sales rep information current ensures the right people get credit and notifications. Adding a secondary rep means deals stay covered even when someone is out.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

Sales rep information can be updated within a proposal after creation.

Step 2

Sales rep info can only be updated when financing is not finalized.

Step 3

Follow the steps below to update sales rep information and add a second sales rep.

Step 4

Step 1:From the proposal, click the“Sales Info” tab on the left.

Step 5

Step 2:Click the“Edit” icon to update the sales rep information.

Step 6

Step 3:Select a different sales rep from the dropdown.

Step 7

Step 4:To add a second sales rep’s information, click the“Edit” icon in the“Secondary Sales Representative” section.

Step 8

Step 5:The updated details will save automatically after selection.

Step 9

Related ArticlesHow to Set Up Sales to EPC ChatHow to Adjust Customer InformationHow to Add HOA Information to ProposalsHow to Enable Roof Facet Square EditingHow to Add a Product Information File to Roofing Material Details.

Pro Tips

💡 Save time: Set up templates for your most common proposal types so you can reuse them.
📱 Mobile tip: Most Sales Velocity features work on mobile too — perfect for when you're on-site.
🔄 Stay organized: Use consistent naming conventions for proposals and customers.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.

Last updated: 2026-05-15 · Source: How To Update Sales Rep Information And Add A Secondary Sales Rep