Page History

Process to mass transfer accounts

, opportunities, and cases

from one sales rep to another one.

Excerpt

Use case: a sales representative is changing of territory, or role in Solvay organisation. Then, its accounts must be assigned to another sales rep.

Object which can be transfered:

account
opportunity
case

It is only available for NON SAP Accounts (SAP Accounts owner is always Admin).

Note: this procedure can only be realized done by a GBU Data Steward or an Administrator.

Note 2: only the prospects accounts can be transfered. Indeed, all the SAP Customer accounts have Admin as owner.

.

Step-by-step

Step 1: Go to the Accounts tab
Click on Accounts tab.	Image Modified
Click on Transfer accounts.	Image Modified
Step 2: Select the two sales representatives
Select the *user* who is the actual owner.

Image Removed


Select the target owner.	Image AddedImage Modified
Review settings.

Image Removed

You must tick the boxes: "Keep Account Team" and "Keep Opportunity Team on opportunities transferred to new owner" But do not tick the other boxes !!	Image Added
Step 3: Select Accounts to be tranfered
Click Find button. Note: you can use filter to select accounts matching specific criterias.	Image Modified
Check Account to be tranfered.	Image Modified
Click on Tranfer button. Note: you can only transfer 250 accounts a time.	Image Modified
Step 4: Go to the Accounts tab
Click on Accounts tab.	Image Added
Click on Mass Reassign Account Teams	Image Added
Step 5: Remove an account team member
Click on Remove an account team member and then Click on Next	Image Added
To remove the user from the account team filter with the Account: Account Record Type which should be Non SAP Customer and Account : Owner Last Name should be equal to the Last Name of the new account owner. You can add more filters if you want. Then, Click on Next	Image Added
You can select the accounts from which you want to remove or all by ticking the check boxes. Then, Click on Next	Image Added
Select the Existing team Member that you want to remove and keep the Team role as Any role. If you want to remove specific role of the Existing user , you can click on the role. Next, click on Remove	Image Added
The user has been removed from the account teams !