Assign A Salesperson To A Job

Once you have entered names for Salespeople under Settings, one can be selected for a Job with a few clicks. See Related Articles below to assign a default Salesperson to an Account or to add a Salesperson to your list.


  1. Open a Job and click the pencil icon to Edit Job Info.

    Edit Job Info

  2. Choose Salesperson from the drop-down list and Save

    Choose Salesperson from the drop-down list