Edit a Sales Rep/Territory

When you want to edit a current Sales Rep or Territory, go to "Sales Reps" under the Contacts menu.

Here's how to edit a current sales rep:

i - As in the MRSware desktop client there is more than 1 way to edit a sales rep
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​​Desktop options
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Option 1:

​1 - Click or tap "Contacts - Sales Reps" on the Menu bar or Menu list


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​2 - Click or tap a current sales rep to open a Review Sales Rep form



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3 - The Review Sales Rep form opens
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​4 - Click or tap "Edit"


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5 - Change or add information to the form
(we changed the Split Rate  in the screenshot example to the right)
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6 - Click or tap "Save"​


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​Option 2:

1 - Click or tap the 3 dots icon to the right of a current sales rep

2 - Click or tap "Select" to open a Review Sales Rep form
​(see screenshot to the right)

3 - The Review Sales Rep form opens

4 - Click or tap "Edit"

5 - Change or add information to the form
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​6 - Click or tap "Save"​

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​Option 3:

1- Click or tap the sales rep to edit

2 - Click or tap the 3 dots icon on the Menu bar, to the right of your Initial
(see screenshot on the top right)

3 - Click or tap "Select" from the Slidebar menu to open a Review Sales Rep form
(see screenshot on the bottom right)

4 - The Review Sales Rep form opens

5 - Click or tap "Edit"

6 - Change or add information to the form
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​7 - Click or tap "Save"
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Mobile options:
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Option 1:

1 - Tap "Contacts - Sales Reps" on the Menu list or "Sales Reps" in the Tab bar (screenshot below left)

​2 - Tap a current sales rep

3 - The Review Sales Rep form opens

4 - Tap the pencil icon (Edit) in the bottom right of the page (see the screenshot below middle)

5 - Change or add information to the form (we changed the Split Rate in the screenshot example below right)

6 - Tap the checkmark (Save) at the top right ​(see the screenshot below right)

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Option 2:

1 - Tap the circle, to the left of a current sales rep

2 - Tap the pencil icon (Edit) on the Menu bar (see the screenshot to the right)

3 - The Review Sales Rep form opens

4 - Change or add information to the form 

5 - Tap the checkmark (Save)








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​Option 3:

1 - Tap the 3 dots to the right of a current sales rep

2 - Tap "Select" on the Slidebar from the bottom of the screen (screenshot to the right) to open a Review Sales Rep form

​4 - The Review Sales Rep Form opens

​5 - Tap the pencil icon (Edit)  

4 - Change or add information to the form 

5 - Tap the checkmark (Save) 



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​i  To get back to the Sales Rep listing, without making any changes, tap the back arrow at the top of the Edit page.  



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