Main Menu > Prospects & Clients > Correct Client/Prospect > Representatives > Add a Rep

Within the Client & Prospect Details page, there is a tab for Representatives.


From this page you will be able to add (assign) a rep to that particular Prospect or Client. Simply click on the button shown below and select the correct rep from the drop-down.

This is the Rep that will be responsible for building and maintaining a strong relationship with the Client or Prospect.

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