This article will help you easily manage your Sales Team's customer assignments.
Primary Audience: Administrators
Admin teams will benefit by having the ability to easily manage large client lists through events such as the addition of new customers or any internal shifts that result in the need to adjust the assigned Salesperson on client accounts.
Before beginning the process of reassigning a Salesperson, you may apply the Salesperson advanced filter to your Client list to see the comprehensive list of Clients who are assigned to a particular Salesperson.
Once you have the complete list of Clients to be reassigned, follow the steps below to navigate to the Salesperson dropdown box located on each Client’s profile:
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From the Team Hub, click on the Clients tab
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Search for a specific Client and select them
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On the Client’s account, click on the Summary dropdown and select Client Profile
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Click in the Salesperson drop down field
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Select or deselect the Salesperson(s) as needed
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Scroll down and click Save, found in the bottom left corner of the page
Example Scenario:
A Salesperson retires and their customers must be reassigned to a new Salesperson.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.