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.

Should you need to reassign a prospect or client away from a rep and to another, please click the blue button below and follow the steps in the Reassign article:

Did this answer your question?