Salesperson Preview - Reassign Multiple Accounts

In order to access to Salesperson Preview, navigate to Actions on the top of your screen, and then select Salesperson PreviewThe following section presents an example of reassignment multiple accounts.  Note: Click "Managing your Proposal List" for details on how a Proposal is created.


Example: We would like to reassign the following accounts to Esme Cullen:

  • Bella’s Camping Store, belonging to the salesperson Julie Andrews.
  • Amazing Pharmacy, belonging to the salesperson Liz Lemon.
  • Heartmountain Homes, belonging to the salesperson Liz Lemon.


How to: On the left side, expand Julie’s and Liz’s lists. Then, click the check box preceding each account that you wish to reassign. Finally, drag and drop one of the accounts (it does not matter which one you choose) on top of a Esme’s pod on the right.

 



On the left side, the three accounts (Bella’s Camping Store, Amazing Pharmacy, and Heartmountain Homes), change to blue, matching Esme Cullen’s pod, on the right. Their pods update, reflecting the changes.




Please keep in mind that the account will not be reassigned until you actually execute your changes by clicking the Execute Changes button


Keyword Search: Salesperson preview, reassign multiple accounts, change account owner, account reassign

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