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. |  |
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.
|  |
| Check Account to be tranfered. |  |
Click on Tranfer button. Note: you can only transfer 250 accounts a time. |  |
