Deleting Sales Reps

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Deleting Sales Reps

There are many reasons that you may have to remove a sales rep. They can either be moved to another department within the company or they have left the company for one reason or another.

 

Step 1: Click Edit Sales Reps

Chapter 4 Delete Sales Reps Step 1

 

Step 2: Select the Sales Rep

Chapter 4 Delete Sales Reps Step 2

Use the drop-down menu to select the sales rep you want to delete.

 

Step 3: Delete

Chapter 4 Delete Sales Reps Step 3

When you have selected the sales rep to delete. Click the x button to delete them from the file.

 

Step 4: Edit the Sales Rep

Chapter 4 Delete Sales Reps Step 4

You can also edit the sales reps. If the sales rep's name is misspelled you can correct the spelling in the sales rep name field(1). If the sales rep has moved to a new zip code you can change that in the zip code field (2). In AlignMix you can have a different icon display a male and female. To do this simply click the female check box (3) to make the sales rep a different icon

 

 

That's It!