Assign a salesperson to a clientÂ
The clients newly created are automatically assigned to the sales rep that first adds them to Osmos.
There are two ways to re-assign the clients to a new sales representative:
1) You
can assign an individual client to a sales rep from the customer module in
Client Statistics Section. At the bottom you have the button modify.
2) You
can massively re-assign clients from the customer listing. Select the client
that you want to re-assign and from the batch action box select the option
“Assign sales repâ€.