Reassign Acct Mgr

Note: The Reassign Account Manager feature only works for the Primary Account Manager.

1. Highlight the records you want to Reassign the Account Manager for

Highlight the records you want to Reassign the Account Manager for

2. Use the Action Menu item: Reassign Acct Mgr

Use the Action Menu item: Reassign Acct Mgr

3. Enter Account Manager (or select one from the list)

Note: You can either manually type in the name of the Account Manager or you can type the @ symbol and you'll be presented with a list to choose from.

Enter Account Manager (or select one from the list)

4. The Account Manager has been reassigned

The Account Manager has been reassigned