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Thread: Replacing Acct Mgr

Soup Dude
Posts: 20

Replacing Acct Mgr Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 06 Apr 07 1:41 PM

What is the best way to replace the Account Manager assigned to specific accounts (729+ records). We have a salesperson transitioning to another Dept and his accounts are needing to be reassigned. Do I need to use the replace data option under maintenance? Also, will the Activities assigned to the transitioning salesperson be reassigned to the new salesperson once the Acct Mgr field is changed to represent the new manager? I figure that will be a seperate change.

[Reply][Quote]

Mike Spragg
Posts: 1226

Re: Replacing Acct Mgr Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 07 Apr 07 3:58 AM

No, there is a tool/utility for that - go into Admin and select Tools | Manage | Territory Realignment. You put in the old sp and the new sp - job done ! Can also do activities too.

[Reply][Quote]

Soup Dude
Posts: 20

Re: Replacing Acct Mgr Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Apr 07 12:51 PM

Thanks so much!!! I will do that now!

[Reply][Quote]

Soup Dude
Posts: 20

Re: Replacing Acct Mgr Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Apr 07 12:56 PM

I am working with v6.2.6, there not a Territory Realignment option on the Tools Menu. Where is this feature with v6.2.6?

[Reply][Quote]

Ryan Farley
Posts: 2265

Re: Replacing Acct Mgr Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Apr 07 1:08 PM

Quote:

Originally posted by Soup Dude

I am working with v6.2.6, there not a Territory Realignment option on the Tools Menu. Where is this feature with v6.2.6?

This is on the tools menu in the Administrator. Not in the SLX client.

[Reply][Quote]

Soup Dude
Posts: 20

Re: Replacing Acct Mgr Your last visit to this thread was on 1/1/1970 12:00:00 AM

Posted: 09 Apr 07 1:16 PM

Thanks...

[Reply][Quote]

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