This article walks you through changing the sales representative assigned to a client.

Who can be assigned: You can only assign the client to another rep on your same polt.ai team. Reps on other teams won't appear in the picker.

Confirm the client is assigned to you. If they don't appear on your Clients dashboard, see Checking client availability before requesting setup.

From the Clients dashboard, click into the client. The General tab opens by default.

In the Sales representative card at the top of the page, click the pencil icon. The Assign to sales representative dialog opens with a Sales representative dropdown — select the new rep from the list of reps on your team, then click Assign to save (or Cancel to discard).

Note — what changing the sales rep does and doesn't do: Updating the sales rep changes who the client is attributed to in reporting and on the General tab. It does not transfer ownership of in-progress shipments or change who appears as the assignee on existing loads — those stay with whoever was originally assigned.