CRM Admin: How to Add/Remove Reps

Some users in the CRM has responsibilities that allow them to move reps on and off of accounts as part of caseload management. 

This step-by-step guide with screenshots will walk you through how to both add a rep to an account and remove a rep from an account.

This also applies to managing a staging caseload and moving accounts "off" a staging caseload or onto a donor rep caseload. 

Click here to view the document: How to Add/Remove Reps from Accounts