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:
- Click the Projects icon on the left hand menu bar and open your project.
- Click Additional Information and under Project Information there are two drop-down boxes Salesperson and Designer.
- Once you have made your selection click Save Project, on the top toolbar, to confirm.
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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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