Processing Sale Swaps
Look through this page to find out how to add a new Employee, Contractor, or Sales Rep to your Autop Account. For this example "Employee" will be used, however, the process will remain the same regardless of nomenclature.
Admin Dashboard
Navigate to the admin dashboard by selecting the corresponding icon. If you have an Admin Account you may arrive at this page by default.
Sale Swap Button
Select the Sale Swap button to enter the modification area.
Get Current Sales Data
Enter the Pledge ID from your sales provider* and the date the pledge was made then click Get Current Assignee
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*We work alongside many providers like: Evergiving, Avi8, YellowTree, Contact Space, and Sales Rabbit
Fill the swap details
If we match your ID to a sale in our system we will prefill the From section. Fill in who the sale needs to be reassigned to and click Submit
Click OK
The changes will take effect immediately. Click Ok and we'll take care of the rest!