Below you can find how to edit your user’s (team member) prospect, as a manager:
- In the Prospects tab, select your user from the Users dropdown.
- Click on the prospect you wish to edit.
- After the Prospect View window pops up, click on the Edit icon
at the top of the Info section.
- In the Edit Prospect screen, make the necessary changes and click the Save button to save the changes made.
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After saving successfully, the alert message below will be displayed.
Please contact Koncert Support for any questions at support@koncert.com or 603-952-2505.
NOTE: The information provided here is for informational purposes only and should not be considered as a legal advice. Please consult your legal counsel regarding compliance with relevant laws.