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DealerTeam

Mass Reassign Sales Ups

This guide will teach how to reassign multiple Sales Ups to one or more users simultaneously.

Goal

Whether rebalancing account portfolios or dealing with attrition you can reassign Sales Ups from one user to another in bulk in DealerTeam. This guide will teach how to reassign multiple Sales Ups to one or more users simultaneously.

Create a list view

Include only the Sales Ups relevant for the redistribution by creating a custom list view. For a more detailed explanation guide on doing this see the How to Create Custom List Views guide.

Custom list view crieteria

Set Reassign Options

You can choose any user or group of users in the org to reassign the Sales Up to. They will get assigned in a round robin to the chosen group.

Available Users
The list of all users in the org
Selected Users
One or more users to reassign the Sales Ups to
Set Salesperson to Customer Owner?
If true the owner of the Buyer related to the Sales Up will also get set to the same new owner of the Sales Up
Email me a list of changes.
The user performing the reassign will receive a list of all changes to the email in their profile

Reassign Sales Up screen

Receive Email Changes

The email will get sent to the person who did the reassigning. Consider forwarding this message to the impacted users to inform them of the new responsibilties.

Change manifest