I'm trying to change my "Reports To" to a different person in our sales team. Can anyone help me with this? Thanks, in advance.
Hi Cathy Cremin
Can you kindly clarify your request? A screenshot may help as well.
I’m trying to change who all our sales guys “Reports to:”
Sales & Marketing Assistant
If you have admin rights then only you will be able to edit the reports to field. Please check rights of your user account first.
In your attached image on top there is edit button click on that and then select name of another user from reports to field, the name can be selected only from the list of available users in your crm instance..
I tried changing my permission below, but the dropdown in the second column won’t let me enable
Retrieving data ...