Also include the option to change the DATE and PAR when the accounts are reassigned. Manually changing these fields takes a very long time when you have 200-300 of them.
When a rep leaves, we often have to reassign that rep's accounts to MULTIPLE reps, so the current transfer option does not work. Being able to cherry-pick the reps that the accounts are being moved to would be a huge time-saver.
I suggest having the option to do both. If we could filter a list of prospects by rep or by county (sometimes we move counties from one territory to another), and then have checkboxes next to each prospect account in the list, then the user could select all, or just the ones they want, and do a mass de-assign, OR a reassignment to another rep. This would be super helpful. Thank you!
Hi Justin: Is it common that you would be doing a mass De-Assignment and leaving the Prospects unassigned or would you be taking these Prospects and assigning them to another rep potentially?
Justin VAhlborn
Also include the option to change the DATE and PAR when the accounts are reassigned. Manually changing these fields takes a very long time when you have 200-300 of them.
When a rep leaves, we often have to reassign that rep's accounts to MULTIPLE reps, so the current transfer option does not work. Being able to cherry-pick the reps that the accounts are being moved to would be a huge time-saver.
I suggest having the option to do both. If we could filter a list of prospects by rep or by county (sometimes we move counties from one territory to another), and then have checkboxes next to each prospect account in the list, then the user could select all, or just the ones they want, and do a mass de-assign, OR a reassignment to another rep. This would be super helpful. Thank you!
Hi Justin: Is it common that you would be doing a mass De-Assignment and leaving the Prospects unassigned or would you be taking these Prospects and assigning them to another rep potentially?