Reassigning Selected Contacts
Only contacts that are NOT associated (linked) with accounts can be reassigned. Contacts that are not linked to accounts belong to Sales Reps. Reassigning unlinked contacts is done through the Contacts Tool.
To reassign contacts:
1) Make sure you are logged in with an ID that has administrative privileges.
2) Click on View->Contacts.
3) Select NOT linked to account in the Contacts filter field.
4) Select the user name of the Rep who currently owns the contacts in the Sales Rep field.
5) Click Refresh.
6) Use the Letter Bar and/or the sort field to display the list you want.
7) Click on the
SEL box of each contact in the list that
you want to be reassigned to the same user so a checkmark appears. Or to select
all, click on SEL.
8) Click on the
button. The following form appears.
9) In the To User field, select the Sales Rep that should be assigned to the contact(s).
10) Click on checkboxes as needed. See the table.
11) Click on Save.
|
Field |
Description |
|
To User |
Select the Sales Rep name from the list that will be assigned to the selected contacts. (To Rep) |
|
Reassign Open Tasks |
Check to assign all open tasks associated with
the contacts to the To Rep. |
|
Reassign Future Appointments |
Check to assign all
scheduled appointments associated with the contacts to the To
Rep. |