Edit a sales rep

At some point you may wish to edit the details of a sales rep, or make the rep inactive. The following steps will show you how to edit a sales rep in Method's Sales Rep App.

  1. From your Method dashboard, click Active on your Sales Rep App. This opens your Sales Rep List screen.
  2. Locate and select the rep you wish to edit. You can search manually or use the search function at the top of the screen. This opens the New/Edit Sales Rep screen.
  3. The fields you previously filled out will be displayed, so make any changes you feel are necessary, then click Save.  The changes will be saved to the rep.

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