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

2. 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