
Tudor
Jan 12, 2025
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!