How to Add/Change a SalesRep for an Account

There will be times when you may want to change the SalesRep for an Account. Below is a Step by Step guide on how to do this. This can only be done if you have Administrator Privileges.

• Log into the XO Logic Dashboard
• On the right side of your screen, click on the “Account” tab and select the Account you wish to modify.
  
• Click on the Account Management dropdown to access the Account Information
  
• Scroll down to where you will find a dropdown menu titled “Assigned Salesrep”
  
• Click on the dropdown to show the Salesrep you wish to assign to this account
  
• When you have selected a new SalesRep, Click the Blue “Done” button at the bottom.
  
• Your newly assigned SalesRep will now receive emails and all communications for all activity in that account.
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