Process to mass transfer accounts from one sales rep to another one.
Use case: a sales representative is changing of territory, or role in Solvay organisation. Then, its accounts must be assigned to another sales rep. It is only available for NON SAP Accounts (SAP Accounts owner is always Admin). Note: this procedure can only be 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. .
Table of contents
Step-by-step
Step 1: Go to the Accounts tab | |
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Click on Accounts tab. |  |
| Click on Transfer accounts. |  |
Step 2: Select the two sales representatives | |
Select the user who is the actual owner. | |
| Select the target owner. |
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Review settings.
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 !! |
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Step 3: Select Accounts to be tranfered | |
Click Find button. Note: you can use filter to select accounts matching specific criterias.
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| Check Account to be tranfered. |  |
Click on Tranfer button. Note: you can only transfer 250 accounts a time. |  |
Step 4: Go to the Accounts tab | |
| Click on Accounts tab. |
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| Click on Mass Reassign Account Teams |
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Step 5: Remove an account team member | |
| Click on Remove an account team member and then Click on Next |
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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 |
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You can select the accounts from which you want to remove or all by ticking the check boxes.
Then, Click on Next |
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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 |
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| The user has been removed from the account teams ! | |
Related articles
| Related docs | ||||
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Last modifications : |
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| User | Last Update |
|---|---|
| GASQUETON, JULiEN | 3298 days ago |
| Julien Andreoli-ext | 3691 days ago |
| Dharmika PALADUGU | 3299 days ago |
| Charles Lachaize-ext | 3301 days ago |
| BRAHIM, Walid | |
| KANJA-ext, Zakaria | |
| NWANGWU, Daniel |
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