Utility Swap


To swap utility between sales persons:

  1. On the side panel go to General Setup.
  2. Go to Marketing.
  3. Select Create and Edit Sales People.
  4. Click on Utility.
  5. Using the first drop down choose the sales person you want to select the utility from.
  6. Using the second drop down choose the sales person you want to transfer the utility to.
  7. Click Save.