Saturday, December 22, 2018

Reassign Transactions (Opportunities and Open Sales Orders) to an Active Sales Rep

To reassign Transactions (Opportunities and Open Sales Orders) to an active Sales Rep:
1. Login as an Administrator.
2. Navigate to Lists > Mass Update > Mass Updates > Transactions > Reassign Transactions.
3. Under the Criteria, set to the filters to :
- Sales Rep is XXXXX (Name of the Inactive Sales Rep)
Type is Opportunity, Sales Order
Status is  any of Opportunity:In Progress, Sales Order:Pending Approval, Sales Order:Pending Fulfillment
4. On the Change Sales Rep To field, select the active Sales Rep.
5. Hit Preview > Perform Update.

No comments:

Post a Comment