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.
- From your Method dashboard, click Active on your Sales Rep App. This opens your Sales Rep List screen.
- 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.
- 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.