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Question

Delete a Main Representative

  • April 3, 2025
  • 1 reply
  • 55 views

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How to I remove a Sales Representative that was assigned to customer account. The representative field is to be blank.

1 reply

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  • Do Gooder (Partner)
  • August 8, 2025

Hi, I faced the same issue and the only solution I found out was to add a new representative “-” (I created a person “-”) as main rep and then I deleted the representative that was firts entered.