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Spaces Flex: How to change salesperson and designer for a single project

Bally
  • Updated

If you wish to change Salesperson and or the Designer for a single project at a time follow the instructions below.

If you wish to change Salesperson and or the Designer for all projects done by a previous designer see article Flex: How to add, edit or delete Salesperson.

 

On the Flex platform:

  1. Click the Projects icon on the left hand menu bar and open your project.
     
  2. Click Additional Information and under Project Information there are two drop-down boxes Salesperson and Designer.
     
  3. Once you have made your selection click Save Project, on the top toolbar, to confirm.
     
  4. Note: If you have not yet added the Salesperson or Designer you wish to change to, see article
    Flex: How to add, edit or delete Salesperson. 

 

 

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Spaces Flex: How to add, edit or delete Salesperson

 

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