Change Assigned Salesperson

Change Assigned Salesperson

Tudor

Jan 12, 2025

Opdates

Sometimes, sales need to be reassigned to a different salesperson. Now, owners and managers in Optimate can easily update the assigned salesperson for any sale.

With this update, you can:

  • Reassign sales to a new salesperson at any time

  • Ensure payment plans and subscriptions reflect the change going forward

  • Maintain accurate reporting by keeping assignments up to date

This feature is now live—log in to Optimate to try it out!

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