Sometimes, sales need to be reassigned to a different salesperson. Now, owners and managers in Optimate can easily update the assigned salesperson for any sale.

With this update, you can:

• Reassign sales to a new salesperson at any time

• Ensure payment plans and subscriptions reflect the change going forward

• Maintain accurate reporting by keeping assignments up to date

This feature is now live—log in to Optimate to try it out!