Ability to bulk transfer a Sales Reps Leads, Issues, Outstanding Activities, Opportunities etc. when moving territories or terminations occur. If rep assignment is changed or moved before these items are updated in SalesLink Managers lose visibility, they are sitting in "Unknown"
Jayme James
General Description
Ability to bulk transfer - Sales Reps Leads, Issues, Outstanding Activities etc. when moving territories or terminations occur. If rep assignment is changed or moved before these items are updated in SalesLink Managers lose visibility, they are sitting in "Unknown"
T-shirt Size: S - 1 Sprint
Who (is this for): SalesLink Admins |
What (is it): Bulk transfer of artifacts from one territory to another |
Why (is this important): Efficiency |
When (would you use this): When moving a bulk customer list from one rep to another. |
Where / How would you access it?: SalesLink UI |
Availability: The default status for all dealers will be: (On/Off)
Configurability: Dealers will be able to turn this On/Off themselves (True/False).
