# Editing or Unlinking a Customer from a Salesperson

> Source: https://help.getedara.com/en/articles/5245825-editing-or-unlinking-a-customer-from-a-salesperson · Category: Sales › Customer · Last updated: 2026-05-04 · العربية: https://help.getedara.com/ar/articles/5245825-%D8%AA%D8%B9%D8%AF%D9%8A%D9%84-%D8%A3%D9%88-%D8%A5%D9%84%D8%BA%D8%A7%D8%A1-%D8%B1%D8%A8%D8%B7-%D8%B9%D9%85%D9%8A%D9%84-%D8%A8%D9%85%D8%B3%D8%A6%D9%88%D9%84-%D8%A8%D9%8A%D8%B9

If your sales representatives move between branches frequently, you may need to reassign customers to different salespeople from time to time.

## Editing or Unlinking a Customer from a Salesperson

### 1- From the Customers Page

1. Go to the “Sales” module.
2. Click on **“Customer”** .
3. Use the 🔎 icon to search for the customer name.
4. Click on “ **Edit”** .
5. In the “Salesperson” field:
   - Select "Please select" to unlink the customer from the current salesperson.
   - Or choose a new salesperson from the list to reassign.
6. Click on “ **Update”** to save changes.

![1- From the Customers Page — Click on “Update” to save changes.](https://help.getedara.com/images/customers/5245825/01.en.gif)

### 2- From the Customer Data Page

1. Go to the “Sales” module.
2. Click on **“Customer Data”** .
3. Make sure the Salesperson is visible from the column settings “Custom view”.
4. Click on **“Generate”** to load the data.
5. Find the customer whose salesperson you want to change
6. In the Salesperson column:
   - Select "Please select Item" to remove all linked salespeople. Or choose a different salesperson from the dropdown menu.
7. Click on the **“➕”** icon to apply the change.
8. Click on **“Save”** .

![2- From the Customer Data Page — Click on “Save”.](https://help.getedara.com/images/customers/5245825/02.en.gif)

> **Note:** You can [bulk edit customers linked to sales managers through Excel](https://help.getedara.com/en/articles/5245799-editing-customer-data).