Managing Profile - Representation

  • Updated

Why is it important to list your reps on your profile?

If you have reps, it’s always great to have them listed on your profile as a reference contact and validator of your work.

 

Add Representation via Add Section button

Profile_-_Section_Rep.png

  1. Head to your profile page.
  2. Click on Add Section button on the top right
  3. Click on Representation
  4. See "Add New Representation" for further instructions

Add Representation via Edit button

Profile_-_Rep_Edit.png

  1. Head to your profile page.
  2. Locate the Representation block on your profile
  3. Click on the Pencil button on the Representation block
  4. See "Add New Representation" for further instructions

Add New Representation

Once you've activated the Edit Representation box, you can add New Representation. 

Edit_Representation.png

  1. Add Rep company by either choosing from the Dropdown box or by typing out the Rep Company's name. Rep Company is required.
  2. Add the First, and the Last Name of your Representation. Last name is required.
  3. Add the Email of your Representation
  4. Add the Phone number of your Representation
  5. Set as Point Rep if the Rep is your main contact
  6. Click Add Contact 
  7. Click Saves Changes

Edit Existing Representation

EditExistingRep.gif

  1. Click on the Pencil icon (Edit) on the "REPRESENTATION" block
     
  2. Click Edit on the Rep that you would like to make changes to
  3. Update existing information of your choice
  4. Click Update Contact
  5. Click Saves Changes

Delete Existing Representation

Delete_-_Rep.png

  1. Click on the Pencil icon (Edit) on the "REPRESENTATION" block
  2. Click Edit on the Rep that you would like to Delete
  3. Click Delete
  4. Click Save Changes

Set a Rep as a Point Rep

SetPointRep.png

  1. Click on the Pencil icon (Edit) on the "REPRESENTATION" block
  2. Click Edit on the Rep that you would like to set as a Point Rep
  3. Click Set as Point Rep
  4. Click Update Contact
  5. Click Saves Changes