How Do I Reassign an Account When It Does Not Show on the Master List, but Shows in the Global Search?

When an account only shows via the Global Search, the magnifying glass icon, this is classified as a Zero Billing Account. This can only be reassigned via the Salesperson Preview Module.

Click on the link below to learn more about using the Salesperson Preview:

Keyword Search: Zero Billed, Zero Billing, Salesperson Preview, SP Preview, Reassign

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