Purpose
This function is used to transfer a selected customers from one Sales Rep to another.
Data Input
Step 1 – Mandatory Filters
From Rep
Enter the rep who is currently assigned to the customers i.e. the rep you’re moving the customers “From”.
To Rep
Enter the rep who will be assigned to the customers after update. i.e. the rep you’re moving the customers “To”.
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Step 2 – Fixed Filters
You may add other filter conditions to selectively choose the customers you want to transfer if required.
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Step 3 – Selected Items
Based on your filter criteria, the list of customers selected are displayed in a list for you to verify and refine as required. See View and Omit Selection for further details on how to change the list of selected items.
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