How can I add or remove salespeople?

Adding and Removing Salespeople

Salespeople can be added or removed from within your Desk settings.

 

How to Add

First, click on the "My Account" button in the top right hand corner and select "Autovance Desk Settings".

 

Then, navigate to "Salesperson List".

To add a salesperson, simply enter their name, press "Add Salesperson", then press "Save Settings" and wait for the "Settings updated successfully!" notification to appear.

 

How to Remove

To remove a Salesperson, just press the "x" icon next to their name, press "Save Settings" and wait for the "Settings updated successfully!" notification to appear.

 

 

 

 

 

 

 

 

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