Matrix Support

Salesperson Preview - Reassign a Salesperson's Entire Account List

In order to access to Salesperson Preview, navigate to Actions on the top of your screen, and then select Salesperson Preview. The following section presents an example of reassignment entire account list. Note: Click "Managing your Proposal List" for details on how a Proposal is created.

Example: We would like to reassign all of Jasper Hale’s accounts to Ethan Waite.

How to: On the left side, scroll through the list and locate Jasper Hale. Then on the right side, scroll through the salesperson’s pods and locate Ethan Waite. Finally drag and drop Jasper Hale from the left, on top of Ethan’s pod, on the right.


Jasper’s name, as well as all of the accounts in his list turn green, matching Ethan’s pod on the right. This confirms your action. Their pods update, reflecting the changes.

Please keep in mind, the account will not be reassigned until you actually execute your changes by clicking Execute Changes button.

Keyword Search: Preview, reassign all accounts, account reassignment, change all accounts, change account owner

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