If you are requested to change the sales associate on the account level, do the following:

1. Create the following Synapsys service event:
   1. In Xperience click Customer & Account Inquiry.
   2.  Enter the client's name, CIF, or TIN, and click Search. 
   3. Click Related Functions > CRM. 
   4. Click New Event/Activity > New Event > Service Event. 
   5. Click Deposit Services > DS-Other Maintenance.
   6. Click OK.
2. Provide the current sales associate user id and the new sales associate user ID.
3. Click Save > Save & Submit.