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Topics#Sales And MarketingWink Swain's Question
Wink Swain asked in #Sales And Marketing
Feb 20, 2012, 3:54 PM

reassign accounts to new sales rep

I have a new rep who's taking the place of an old rep who is no longer with the company.  I want to reassign all accounts to the new rep and remove the old rep without exceeding my user count (I have a group license for 3 users).  What's the best way to do this?  Would changing the name/profile of the old rep be the best approach?
3 answers
  1. Cesar Ticas
    Feb 20, 2012, 3:56 PM
    Hello Wink,

     

    You should deactivate the old rep (on their user record uncheck "Active"), then you should create a new user id for the new rep.  Once the new rep is setup, you should use the "Transfer Accounts" found on the Accounts tab to transfer Accounts from the old rep to the new rep.
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