Reviewing a Provider's Sales Reps

Providers can create Sales Reps to manage deals via the Settings in their provider account. You can view their Sales Reps by following the steps below:

  1. Navigate to Partner Management > Providers.
  2. Click the provider name from the list.
  3. On the left-hand sidebar, choose Sales Reps. This will show you the sales reps that have access to this provider account.
  4. View the provider’s list of Sales Reps and their information, such as Email, Name, and if they are Active.
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